If TurboTax is providing that message to change the holding period, you might want to double-check the information about the transaction. If this was uploaded, there may have been an error. You can delete that entry and type the 1099-B in yourself.
To enter an investment sale from a brokerage account (1099-B), follow the steps below.
- Click on Federal Taxes
- Click on Wages and Income
- Click on I'll choose what I work on
- Under Investment Income
- On Stocks, Mutual Funds, Bonds, Other, click the start or update button
- Select Enter a different way and enter the information about the holding period, proceeds and cost basis
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