DianeW777
Expert Alumni

Investors & landlords

The date acquired of a short sale is the date you closed the short sale. A short sale is closed when you go to the market and acquire securities to replace the borrowed ones. The date of sale/disposal is the same date if you closed at a profit.


@fanfare provides additional details below:

  • For stocks, the disposal date is two business days later (settlement) if you closed at a loss.
    • Note: Date Acquired and Date Disposed of refer to Columns (b) and (c) on Form 8949 that you will report to the IRS. 
  • Your trade date is the date you closed the trade and goes in (b).
    • Settlement date must be calculated taking into account weekends and market holidays. 
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"