jgm6520
Level 3
03-02-2021
02:42 PM
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The program seems to be incorrectly calculating the holding period for investments. Anyone else experiencing this?
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dkh
Level 15
03-02-2021
02:49 PM
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Can you elaborate? short term calculating as long term or vice versa ??
Level 15
03-02-2021
02:59 PM
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are you entering the sale and purchase dates backwards?
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
PATAX
Level 15
03-02-2021
03:35 PM
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I have not had any issues with this.
Evz
Level 1
04-14-2021
02:08 PM
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Yes it's calculating all of mine as S (short term investment) even though they were bought 12 years before they were sold. Did you figure it out? Thanks.
Level 15
04-14-2021
02:11 PM
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are you entering the dates backwards?
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
dkh
Level 15
04-14-2021
03:08 PM
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Clarification - you are entering on 1099B Worksheet Quick Entry Table - correct ? What are you entering in 8949 Box (where you select A,B,C,D,E, F) ? is this possibly forcing it to Short Term?