Get your taxes done using TurboTax

If you did like me, and repeatedly typed in a "date acquired" for a given stock sale, then you may need to do more work. I noticed when I did mine that TurboTax would always ask for the "date acquired" of the very last stock sale. If you deleted that one, then it would still ask for the "date acquired" of the second to last stock sale. And so on.

 

To make matters worse, I noticed as I was manually editing my stock sales, that some of the stock sales had the "date acquired" set to the one it was asking for, but TurboTax entered it into the wrong stock sale!

 

Essentially what this means is that you will have to manually go through every stock sale (potentially including the 'non-various' ones), and check that the date acquired is correct.

 

I postulate that if the "date acquired" of a stock sale is set to a date that is after the sale date, TurboTax won't proceed. Check to make sure all of your "date acquired" entries are dates that are before your sale dates.