Skip to main content
J
jgm6520
Level 4
March 2, 2021
Question

Holding period

  • March 2, 2021
  • 6 replies
  • 45 views

The program seems to be incorrectly calculating the holding period for investments. Anyone else experiencing this?

This topic has been closed for replies.

6 replies

dkh
dkh
Level 15
March 2, 2021

Can you elaborate? short term calculating as long term  or vice versa ??  

    Just-Lisa-Now-
    Just-Lisa-Now-Intuit Community Champion
    Intuit Community Champion
    March 2, 2021

    are you entering the sale and purchase dates backwards?

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
      PATAX
      PATAX
      Level 12
      March 2, 2021

      I have not had any issues with this.

      E
      Evz
      Level 2
      April 14, 2021

      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.

      Just-Lisa-Now-
      Just-Lisa-Now-Intuit Community Champion
      Intuit Community Champion
      April 14, 2021
      are you entering the dates backwards?
      ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
        Terms & ConditionsAccessibility statement
        Tax software
        Intuit Lacerte Tax
        Intuit ProConnect Tax
        Intuit ProSeries Tax
        Referral Program
        Workflow add-ons
        Intuit Tax Advisor
        Hosting for Lacerte & ProSeries
        eSignature
        Protection Plus
        Pay-by-Refund
        Intuit Link
        Accounting solutions
        QuickBooks Online Accountant
        QuickBooks Accountant Desktop
        EasyACCT
        Training & support
        Training Center
        Learn & Support
        Resources for starting a tax practice
        Tax Pro Center
        How to get started offering advisory services
        Call Sales: 833-564-8436
        Sitemap
        Turbotax icon creditkarma icon QuickBooks icon Mailchimp icon
        About Intuit Join Our Team Press Room Affiliates and Partners Software and Licenses

        © 2026 Intuit Inc. All rights reserved.

        Intuit, QuickBooks, QB, TurboTax, ProConnect, Credit Karma, and Mailchimp are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

        By accessing and using this page you agree to the Terms and Conditions.

        Terms and Conditions About cookies Manage cookies
        Legal Privacy Security
        TRUSTe
        Products
        T1 Tax Module
        T2/CO-17 Tax Module
        T3 Tax Module
        T4, T5 & Other Tax Forms
        Tax Suites
        Single Returns (OnePay)
        ProFile 20
        QuickBooks Online Accountant
        Pricing
        Pricing & bundles
        Free trial
        Learn
        Getting started
        Training
        Webinars & events
        Support
        Download & activate
        Community & support
        System requirements
        Refer a friend
        Call sales: 1-844-861-3600
        Manage cookies

        © 2026 Intuit Inc. All rights reserved.

        Intuit and QuickBooks are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

        Legal Privacy Contact Contact
        Logiciels
        Logiciel d’impôt T1
        T2/CO-17 Tax software
        Logiciel d’impôt T3
        T4, T5 et autres formulaires fiscaux
        Suites Fiscales
        PayezPourUN
        ProFile 20
        Signature Intuit pour ProFile
        QuickBooks en ligne Comptable
        Prix
        Prix et offres groupées
        Essai gratuit
        Apprentissage
        Démarrage
        Formation
        Webinaires et événements
        Soutien
        Télécharger et activer
        Communauté et soutien
        Exigences système
        Recommandez un ami
        Appeler les ventes : 1 800 943-9834
        Paramètres des témoins

        © 2026 Intuit Inc. Tous droits réservés.

        Intuit et QuickBooks sont des marques déposées d’Intuit, Inc. Les modalités, les fonctions, le soutien, les prix et les options de service peuvent être modifiés sans préavis.

        By accessing and using this page you agree to the Terms and Conditions.

        Nos offres d’emploi Contactez nous Renseignements juridiques Confidentialité