model4sun
Returning Member

Investors & landlords

I filed for the extension so I just finished my taxes Oct 13, 2021.

It seems to be having different problems than in the earlier posts here.

 

I had problems with covered calls, but not for all of them.  Just for EPD , Enterprize Production Partners.

All the problems I had were for this stock.

I forgot how but I got it to stop asking for the review but then it wanted each one to be entered manually.

I had support on the phone while doing this.

 

A covered call is first sold and then bought to close at a later date.

The program was stuck on " The sales date can not be before the purchase date".

Support did not have a solution for this.

It downloaded all the transactions on the 1099-B which it never did before.

I could not get it to file online so I had to download the PDF version with included each trade.

Support told me I may have to file an amended return.

I mailed it to the IRS.  I hope they can figure it out and I wont have to file an amended return. :(

 

Is there a different version of Turbo Tax that is better for stock trading?