@fanfare I am having the exact same problem when I import transaction from etrade into Turbotax. The way etrde lists the short positions are
- Date Sold: The day on which the option is sold short
- Date Acquired: The day on which the short position is closed
- Cost Basis: 0
- Proceeds: $$
- Type: Stock (non employee).
As listed by many here, once i flip the type to option, there are 2 radio buttons (sold or expired) that appears, and when I choose, expired the proceeds become hidden and this poses a problem to reflect the transaction correctly. So I am keeping the type as stock only without changing it as option. But the Needs Review button appears which flags that Date acquired cant be later than Date sold. So Do I need to flip these dates to fix the issue? Pls advise
