newtrader
New Member

Short-term gain reported as long-term on 1099-b/8949

I am reviewing my 1099-B from Apex Clearing (Webull) and have noticed that the information for something listed as a "long-term" transaction does not match up with that information. The Date Acquired is listed as 12/05/2022 and the Date Sold as 12/07/2022 (2 days later - I even confirmed in my in-app trading history). It is my understanding that this would make it a "short-term" transaction.
Now, I am not really sure whether to defer to the actual dates (list this as category A - Short Term)  or leave it as it's reported on the 1099-B (category D - Long Term) as that is how Apex reported it on their end.

 

*Other note: Looking further, it seems to have split this specific transaction up as I have a transaction for this same property with matching dates but stating the quantity as 608 having been sold (I had a total of 888, the remaining 280 being the problem listed above as long-term for some reason).
I have other transactions for this property sold 11-30-22 listed the same way, but their dates are listed as 'Various" which I assume explains their split.