So, I uploaded two different brokerages (Robinhood/Webull) 1099s to Turbo Tax. I saw that Webull uploaded the 8949 transactions I had for 2022. When I did a review it had me enter "various" of the dates acquired for some of the securities I sold because I "Dollar Cost Averaged" into them.
For the Webull (Apex) 1099 there is still two more things it is saying I need to review. One has this stated and is asking for the "date sold" And, really don't know what it means. Can anyone help?
"Form 1099-B Worksheet (Apex Clearing Corporation) -- Capital Asset Sales Wksht (1): Date Sold must be entered for PROPERTY NUMBER 50." Also, it does not have me checking any of my Robinhood transactions so I am wondering if the 8949 transactions were inputted? I sold all my securities prior to the year being over that had wash sales and I was told my someone here that I don't need to worry about that because they are now realized losses and computed into my gains/losses correctly between both brokerages. Is that correct? It automatically calculated my short term gains and losses for both brokerages and I pretty much broke even on the year. Am I ok to file with this? |
