Answered: Re: What date of sale are you using for multiple transactions being reported as a group on 1099-B?

AB · ‎03-17-2021

Hi-

A bit confused with the instructions on how "not to use a date of sale various" on the 1099-B reporting multiple sales (wash sales included), without showing a diagnostic error. Planning to attach a PDF of the Brokerage statement.

Thank you!

Just-Lisa-Now- · ‎03-17-2021

Ive just been choosing a date from one of the sales in the list...we shouldn't need to enter the date at all, its a program shortfall, in prior years we could just choose Long or Short.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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Just-Lisa-Now- · ‎03-17-2021

Ive just been choosing a date from one of the sales in the list...we shouldn't need to enter the date at all, its a program shortfall, in prior years we could just choose Long or Short.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

LG-CPA · ‎03-17-2021

I am not a fan of the new method!

What date of sale are you using for multiple transactions being reported as a group on 1099-B?

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