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Investors & landlords
Schwab? Have the same issue with short sales.
Fortunately, none of mine have adjustments. this allows me not to bother importing but simply entering total proceeds and total cost on line 1a on schedule D
the issue is at the broker's end so you need to talk to them as to why they present it this way
it may not matter if the "holding" period is less than a year. however, I also do leaps so without my shortcut, some trades that would appear on the 8949 in the short-term section (because the type imported is A ) actually, look like the holding period is more than 1 year so should appear in the long-term section.
‎February 21, 2024
8:05 PM