After you file

Yeah, I tried but couldnt get through to anyone who was able to link me to this thread.

You guys do need to fix this reporting issue. I had ~150 short options trades this year, and it took me 90 minutes to step through each one and make TT happy with the date info. That was the second time, because the first time I was anhour into it when realised that selecting "expired" on some positions was zeroing out those transactions, and I had to delete and re-import the 1099-B. I dont really care about the rights and wrongs of how the dates are entered, there needs to be a practical way to select large numbers of trades and fix them, or - preferably - 1099-B import needs to be fixed. Also your trade entry form needs to be updated to handle the following two cases:

1. Short options positions which expire - the "sell" proceeds should NOT be zeroed out.

2. Short options positions that span a tax year - Sell dates earlier than the first day of the tax year need to be accepted.

Strong recommendation: "Buy" and "Sell" have unambiguous meanings. Nobody refers to a "Sell to Open" transaction as a "purchase". Better to use "Open" and "Close", which are also unambiguous and will be immediately understood by anyone who trades options.