Emmabob
Level 2
02-19-2021
11:06 AM
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Can't leave sales date blank when reporting aggregate sales of stocks with cost basis not reported to IRS. so am attaching detail. ProSeries claims that is just the way it is, lots of software changes. Anyone else run into this?
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jeffmcpa2010
Level 11
02-19-2021
11:15 AM
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Yup
Ran into that yesterday - I just used 12-31-20 since I was providing the broker statement.
Emmabob
Level 2
02-19-2021
11:50 AM
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Thanks. I don't know why they are being obstinate about this. Even there own instructions say it can be left blank. So frustrating!