brettlin
Level 3

Hi.

I'm trying to pull some reports from our listing of clients in Lacerte and I need to pull out everyone who had a sale of home. I cannot find where that option is in the big list of stuff to add to your export.
In Lacerte, there is a Worksheet created for Sale of Home to calculate if gain/loss and/or exclusion (§121). There is also a couple check boxes on the Dispositions pages of the home asset to designate it as sale of home and to allow the full exclusion. Where are these? I don't want to click through each of the 500+ clients to search!Export.PNGDisposition.PNG

0 Cheers