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Automatic Import of 1099-B is requiring review of all options sold short
I short sold many puts but the software is requiring a manual review of all of them. Furthermore, attempting to complete the review doesn't give a choice for short-selling options. There is a drop-down choice called "Options", but it then requires me to specify whether I bought the option or acquired it in a divorce. Neither are true. Additionally, specifying that the option expired voids the proceeds. This should only happen if I bought a put since selling a put will always generate income that doesn't go away when the short put expires.
In short, the software doesn't seem to understand what's happened. What can I do to fix this?
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‎February 5, 2024
12:40 PM