Form 8971 Sch A listing of bulk assets

[jabsmith]

Form 8971 Sch A instruc's state that you can do a bulk asset listing in lieu of detailed items, such as stocks held in a brokerage account.  How is this done in Lacerte?

[George4Tacks · Accepted solution]

I assume you are using the Estate Tax module - Lacerte pulls this from the entries in Screen 11. 706 requires a detail, but if just preparing the 8971 you could enter a "bulk" entry such as Schwab Acct - See Attached with appropriate summary info. 

[jabsmith]

Thank you George.  Yes, I am using the Estate module.