Sometimes it is not possible to make a correction during the review for errors. Try going back to the Form 1099-B section of your return where the transaction was entered or imported by you. You should be able to change the date acquired in that section to clear the error condition.
Use these steps to revisit the input section for the Form 1099-B transactions:
- On the top row of the TurboTax online screen, click on Search (or for CD/downloaded TurboTax locate the search box in the upper right corner)
- This opens a box where you can type in “1099-B” and click the magnifying glass (or for CD/downloaded TurboTax, click Find)
- The search results will give you an option to “Jump to 1099-B”
- Click on the blue “Jump to 1099-B” link
- Click Edit beside the institution name
- Click Edit beside the transaction that you need to add the date acquired
- Add the date and click Done
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