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Investors & landlords
You are right, your suggestion is what I need to do. It wasn't a Turbo Tax issue. Edward Jones claims that IRS allows them to label Long Term Gains as "various" instead of an acquisition date, and now that I have changed these mutual fund sales to long term and entered an acquisition date instead of "various, the Schedule D, the 8949, and the 1040 are correct. Apparently their method isn't compatible with TurboTax. But I think this a lazy way to do this on the part of Edward Jones.
Thanks for your help.
PS Edward Jones tells me that my numbers will be in line with what IRS received. I sure hope so!
‎February 18, 2026
10:48 AM