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Level 3
March 22, 2026
Solved

How do you enter Fidelity's summary of 1099B sales rather than one sale at a time.

  • March 22, 2026
  • 1 reply
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Please advise how to enter Fidelity's total summary of short, long sales rather than one sale at a time.  I don't know what to put in the aquired and sales entries.  

Best answer by PhoebeRoberts

Short term: acq -01/01/2025 (any date in 2025 will work, the important thing is the minus in front of the date, sold -12/31/2025 (minus again is the important thing)

Long term: acq -01/01/2020 (any long-term date will work, the important thing is the minus in front of the date, sold -12/31/2025 (minus again is the important thing)

1 reply

PhoebeRoberts
Intuit Community Champion
March 22, 2026

Short term: acq -01/01/2025 (any date in 2025 will work, the important thing is the minus in front of the date, sold -12/31/2025 (minus again is the important thing)

Long term: acq -01/01/2020 (any long-term date will work, the important thing is the minus in front of the date, sold -12/31/2025 (minus again is the important thing)

Morton 12Author
Level 3
March 22, 2026

Thank you so much.  Got the 8949 all finished thanks to you.