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Level 1

Modifying sales category in stock sales

One of my Stock sales is under the Box D sales when it should be under Box A per 1099-B. How can I correct it?

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Expert Alumni

Modifying sales category in stock sales

If your 1099-B is wrong, contact the issuer to get a corrected document.  If the data is showing up with the wrong holding periods, then edit your entries and correct the sale and acquisition dates of the securities.    Type stock sales into the search bar and then use the Jump to stock sales link to be taken to that section of TurboTax so that you can make the edits needed to correct your tax return.  

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