Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Jun 4, 2019 1:26:28 PM

I sold $1000 of a mutual fund every month. How do I use for sale date?

0 1 166
1 Best answer
Intuit Alumni
Jun 4, 2019 1:26:30 PM

The sale date you can use depends upon whether all of your sales were long-term.

If all of your purchases of this mutual fund were prior to January 1, 2016, then you could enter a summary of your sales using 12/31/2016 as your sale date and various as the purchase date.

If any of the shares you sold were short-term, you may need to enter those sales individually.

1 Replies
Intuit Alumni
Jun 4, 2019 1:26:30 PM

The sale date you can use depends upon whether all of your sales were long-term.

If all of your purchases of this mutual fund were prior to January 1, 2016, then you could enter a summary of your sales using 12/31/2016 as your sale date and various as the purchase date.

If any of the shares you sold were short-term, you may need to enter those sales individually.