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L/T Holding period not being recognized when period less than 2 years but more than 1?

Fredtax
Level 3

Having to override holding term as given by investment company.

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Just-Lisa-Now-
Level 15
Level 15
Do you have the dates flip flopped, purchase date as the sale date, sale date as the purchase date? It lets us enter them backwards and never gives any error for it.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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4 Comments 4
dascpa
Level 11

Only thing I can think of is you're entering the incorrect code (A, B, C for short-term) and (D-E-F for long-term).  See the 1099-B input screen for this.

Just-Lisa-Now-
Level 15
Level 15
Do you have the dates flip flopped, purchase date as the sale date, sale date as the purchase date? It lets us enter them backwards and never gives any error for it.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Fredtax
Level 3

That's it. Really do not like that dates on Investment co 1099-B do not line up with Pro series input

Just-Lisa-Now-
Level 15
Level 15
Agreed!

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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