Fredtax
Level 3
03-02-2022
07:53 AM
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Having to override holding term as given by investment company.
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dascpa
Level 12
03-02-2022
08:44 AM
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Only thing I can think of is you're entering the incorrect code (A, B, C for short-term) and (D-E-F for long-term). See the 1099-B input screen for this.
Level 15
03-02-2022
08:56 AM
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Do you have the dates flip flopped, purchase date as the sale date, sale date as the purchase date? It lets us enter them backwards and never gives any error for it.
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Fredtax
Level 3
03-02-2022
09:05 AM
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That's it. Really do not like that dates on Investment co 1099-B do not line up with Pro series input
Level 15
03-02-2022
09:32 AM
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Agreed!
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