Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

Schedule D import

SGB CPA
Level 1

Schedule D import is not working at all for 2020 tax returns.  When will this be launched by Lacerte.

Labels (1)
0 Cheers
2 Replies 2
George4Tacks
Level 15

It does work. If it seems like the program quit working, you might need to use Alt + Tab to see the proper window.

For me it works more smoothly from the client list. Highlight the client > Import > Schedule D. 

 


ex-AllStar
0 Cheers
SGB CPA
Level 1

You are referring to other method of schedule D import.  I'm referring to direct import "import client data from online accounts now".  In all cases I receive a message that the information is not available from the investment company, when in fact I know that the information is available.  

This method of import has worked in past years but this year it does not.

0 Cheers