GeorgeM777
Expert Alumni

Get your taxes done using TurboTax

It is not clear why that happened.  Regarding your number 1 item, does your Investment sales summary, in the description column, identify the trades as option trades, i.e., do you see the term Call or Put, an expiration date, strike price, etc.  If so, at least your Form 8949 Sales and Other Dispositions of Capital Assets will contain the correct characterization for your option trades.

 

Regarding number 2, we don't know why that occurred given that your 1099-B does not contain information of the type that would trigger TurboTax to check the box in question.  Thus, it appears your only recourse here is to deselect the box as you probably have already done.   

 

@bou10404

 

 

 

 

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