Investors & landlords

Thanks for your response. If 'Sold' is selected in '6 'Sold or Expired' then the 1d- Proceeds box appears. 
However, if 'Expired' is selected in 6 than the 1d- Proceeds box does Not appear.

The options in question have expired.

Since the two brokers (Fidelity & Schwab) that I could import automatically marked Options Sold as 'Stock (non-employee') I will do the same for the options from my 3rd. 

I think the Turbo Tax format assumes options are all purchased, so if they expire there are no proceeds. Therefore, options written/sold cannot be entered as options. However there appears to be no impact on the tax liability.

Regards, 

 

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