TomG20
Returning Member

TT Premier 2020 - Stock Sale Category Incorrect on Form 8949

I'm unable to get TT to generate a long term stock exercise on Form 8949.  I have tried entering a single stock exercise two different ways, such as an Incentive Stock Option, and then I tried the entry as an RSS.  Both ways I select Sale Category "E - Long Term Noncovered" as shown on the 1099-B, however TurboTax is generating the entry as a Sales Category "B" Short Term event on the resulting Form 8949.  I'm manually entering the 1099-B information.

 

I tried going back through in "edit" mode and have verified Sale Category "E" is selected and still shown on the entry screen.  I have also deleted the entire transaction and re-entered from scratch multiple times, each time I select Sales Category "E" but TT Premier generates a short Term category "B" entry on Form 8949 Part I.   Basically TT is ignoring my Sales Category "E" selection.

 

How can I force TT Premier to accept the Sales Category "E" selection and properly generate the long term entry on Form 8949 Part II?