PhoebeRoberts
Level 11
Level 11

Are those fields correctly formatted as dates? When you do the import, if those columns are grayed out when you link them to Date Acquired and Date Sold, Lacerte doesn't recognize the date format you're using.

There are a couple of big brokerages that do their gain-loss exports with a non-standard date format, and I have to use formulas to get them into something that Excel and Lacerte recognize as a date.