- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Investors & landlords
It sounds like either the acquisition date wasn't included in the download, or it imported incorrectly. Either way, you will need to edit your transactions. To do so navigate to "Your investment sales summary" screen. Click the Edit button next to the imported item on that screen. Correct the 1099-B information. Alternatively, in TurboTax Desktop you can use Forms mode to directly edit the 1099-B Worksheet.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
‎February 15, 2026
2:35 PM