Holding period

jgm6520 · ‎03-02-2021

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

dkh · ‎03-02-2021

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

Just-Lisa-Now- · ‎03-02-2021

are you entering the sale and purchase dates backwards?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

PATAX · ‎03-02-2021

I have not had any issues with this.

Evz · ‎04-14-2021

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- · ‎04-14-2021

are you entering the dates backwards?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

dkh · ‎04-14-2021

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?

Holding period

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