2020 tax Year -Entering Total sale of short long term stocks

Forum|Forum|5 years ago
February 25, 2021
11 replies
46 views

Problem with 1099 B entering total short and long term stocks: When putting in the total for short or long term stocks the sold date cannot be left blank, it shows error, is there a work around it? Also, down at the bottom it doesn't allow to select yes for attaching a file - it defaults to No, is there any instruction for this anywhere?

ProSeries Professional

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Best answer by Just-Lisa-Now-

Ive just been fudging in a sales date and using various for the purchase. We used to be able to leave the dates blank and just choose L or S

Just-Lisa-Now-

Answer

Intuit Community Champion

Ive just been fudging in a sales date and using various for the purchase. We used to be able to leave the dates blank and just choose L or S

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

Camp1040

Level 10

I am not seeing a place to enter the date if you are summarizing total short or total long sales. I have just been entering Proceeds and cost basis as long as no wash sales were involved.

I use the worksheet "Form 8949 reporting exception transactions" no dates required.

N

NileAuthor

Level 2

I tried that, but at the bottom where it says attach a file Yes or No- it still defaults to No. One more thing for adjustment code I used code M to show a file is attached, that seems to turn off the error message but it didn't solve my second issue, which is attaching a file- yes or no....

IRonMaN

Level 15

I still don't get why folks find the form so perplexing this year.

Slava Ukraini!

Just-Lisa-Now-

Intuit Community Champion

I dont either, Im doing things the same as usual. And Im still not attaching or sending in anything extra, if they want the details, they can ask for it. CAGMC

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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