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Returning Member
posted Feb 11, 2020 2:18:13 PM

Long term capital gains - how to enter stock acquisition dates?

My Form 1099-B shows the following: 

Applicable check box on Form 8949:  X

Date acquired:  Blank

Stocks were acquired on various dates, all of them greater than 1 year ago. The TurboTax questionnaire does not ask for this information. Where/how do I enter it?

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5 Replies
Expert Alumni
Feb 11, 2020 2:49:59 PM

As you're entering your Form 1099-B, there is a page that says "Now we'll walk you through entering the info on your *** 1099-B", mark the button with "Something other than a date" and select "Various".   See the screenshot below:

 

Returning Member
Feb 11, 2020 3:33:13 PM

Thanks... So I select "Various" and then several more screens come up but there is no place to input the dates. Am I missing something? 

Expert Alumni
Feb 11, 2020 3:44:36 PM

Entering various means that you do not have to input the specific dates. Various covers all the dates you made the acquisition. It is fine to use various so long as all the sold dates are more than one year after purchase date of the specific security.

Returning Member
Feb 11, 2020 3:47:33 PM

Understood. Where do I say all the dates are greater than 1 year? That's the field I cannot find. Thanks.

Expert Alumni
Feb 11, 2020 3:54:12 PM

It figures that out by when you enter the sold dates and tell TurboTax the securities are long-term transactions.