ToddL
New Member

Get your taxes done using TurboTax

Enter a "Date Acquired" that results in the appropriate holding period - short term or long term.

If you know the date you acquired the security, you can enter it yourself, using the MM/DD/YYYY format. 

If don't know the date, but know that you had held it for more than a year (long-term), you can enter a date that is more than one year before the sale date. 

If don't know the date, but know that you had held it for a year or less (short-term), you can enter 01/01/2017 as the date acquired.

 If the 1099-B does not report your cost, provide the "Cost or other basis" (Box 1e) from your records.