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New Member
posted Mar 24, 2024 2:52:14 PM

How can I bypass this? I have options trades with $0 cost basis (I sold options & they expired worthless). Do I have to enter the cost basis for each transaction?

I sold put options which expired worthless ($0 cost basis).  Turbotax wants me to enter the $0 cost basis for each of these transactions.  There are over 200 transactions. Is there a way to avoid this?

2 4 3071
4 Replies
Level 15
Mar 24, 2024 7:10:56 PM

Just keep going. You should find that the warnings are just that -- warnings.

New Member
Mar 27, 2024 7:58:04 AM

Unfortunately, it wasn't just a warning.  We ended up manually entering the cost basis for each of about 230 transactions.  We also raised the issue with Morgan Stanley, who recently acquired E*Trade and that's where the problem began.

New Member
Sep 8, 2024 2:58:33 PM

Super painful. Been years like this for ML, now also Morgan Stanley after Etrade transition, why Turbo tax does not optimize this?

Level 15
Sep 16, 2024 12:41:10 PM

As an active investor, be aware that your category Box A or Box D sales without adjustments do not require Form 8949, so there is no reason to import or key in those transactions.
Instead use the "enter a summary" option to put your numbers on Schedule D Line 1a or Line 8a.

 

An expired short option won't have any adjustment, since it gives you a gain, not a loss.

 

@bountiful_01