MonikaK1
Expert Alumni

Retirement tax questions

I just entered some stock sales in Premier as Long-term, basis reported, and they displayed correctly on the Form 8949 with Box D checked. A wash sale also displayed correctly. I did not get any "Needs Review" messages.

 

You might go back to the entry screen in step-by-step and choose Edit for these sales. Make sure you selected the right choice from the drop-down menu. The choice for Long-term, basis not reported is just under the choice for Long-term, basis reported.

 

Another tool you can use to check your entries in Desktop versions is My Tax Data. This is accessible from the top bar menu under Tools. My Tax Data will display all user entries.

 

If you are using a Mac device, please respond in this thread and we can check to see if there is an issue there.

 

See the IRS Instructions for Form 8949 for more information.

 

[Edited 02/26/25| 3:31pm PST] and @tparsons :  (edited) 

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