Anonymous
Not applicable

Investors & landlords

The three purchase dates are February 2011, August 2011, and May 2012. The first two qualify, the third does not. When I enter them as separate sales (each with a single purchase), I get the expected flow (including special situations). When I enter them as one sale and three purchases, I do not get the special situations page, though I do get one titled "Let's Verify How Long You Had The Investment" (once for each purchase). It says "The dates you have entered indicate you have held this investment for more than one year. If necessary, you can change the holding period below. (This is not common)."

To reiterate, I'm not hung up on the "...Verify..." page. It's the absence of being able to specify special situations that is causing problems.

Try the flow yourself with some made up shares that you bought more than five years ago, sold in one traunch but bought on different dates. It should reproduce the issue I'm seeing (i.e., the lack of an ability to specify special situations/QSBS).