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1099-B Worksheet Check - Error - Date Sold and Date Acquired in previous year
I'm getting an error in the final check on my 1099-B. It says that "Date Sold must be in the year 2024, unless the Date Acquired is in 2024 and this is a short sale or similar transaction."
Both the Date Acquired and Date Sold are in the previous year, 12/29/2023. I believe the bank listed this transaction because there's another one with the same stock in January, and therefore this is wash sales. Isn't it correct for the bank to list the transaction here? I can't pass by the error to finish filing.
‎February 24, 2025
8:27 AM