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on from 1099b, I sold stock that had two different acquisition dates. How do i enter two dates on the screen?

The Turbotax screen for 1099b assumes that the stock that I sold was acquired on one day, but it was actually acquired on two different days.
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5 Replies

on from 1099b, I sold stock that had two different acquisition dates. How do i enter two dates on the screen?


@ rosehart510 wrote:  on from 1099b, I sold stock that had two different acquisition dates. How do i enter two dates on the screen?
The Turbotax screen for 1099b assumes that the stock that I sold was acquired on one day, but it was actually acquired on two different days.

Are you reporting one combined sale that included 2 lots of the same stock?   If the stock lots were purchased (or otherwise acquired) on different dates (i.e. for, 2 or more lots), then for the acquisition date field look for a dropdown menu.   Are you able to choose the term "various" for the date in the dropdown menu?   Or a workaround would be to enter them as 2 separate sales and identify the separate lots, the respective acquisition date for each, and the respective basis for each, etc.

 

ADDENDUM 2/18/2026 at 5:05 PM Pacific

@rosehart510      The above assumes the 2 lots had the same holding period in regards to "short term" or "long term".   If the 2 lots have different holding periods, they would need to be reported separately in the proper sales category for short term or long term to correctly account for that.  Hopefully, if that's your case, your 1099B from  your broker should have broken all that down into the proper sales categories and listed the Box letter for that category under which to report it on your return.

on from 1099b, I sold stock that had two different acquisition dates. How do i enter two dates on the screen?

@ rosehart510   Right after I sent that first comment above I noticed you didn't mention anything about holding period, so I added another paragraph above in case your 2 lots had different holding periods (short-term or long-term), which would require you to list them separately in different sales categories.  If they did have different holding periods, then hopefully the broker on the Form 1099-B provided the breakdown information and category in which to report each lot.

on from 1099b, I sold stock that had two different acquisition dates. How do i enter two dates on the screen?

Thanks. Both sales had a long-term holding period. There is one box for acquisition date so no option to enter multiple dates. Perhaps creating two sales, each with its own acquisition date, is the best approach. 

on from 1099b, I sold stock that had two different acquisition dates. How do i enter two dates on the screen?

I've provided an image below of what I was referring to above with "various" if they have the same reporting category.    Since you said these were both long-term, the particular reporting category also depends on whether not "basis was reported to the IRS",  and whether "Covered or non-covered.   If both of these were reported to you in the same category (for holding period and whether basis reported or not and same covered/non-covered). then you should be able to use "various" if desired.    

     Entering separate sales for the 2 lots would be fairly fast and easy, too.   The important thing is that the resultant data for for the sale correlates correctly with the info shown on your Form 1099-B.   

 

I don't know how this sale was reported to you on your Form 1099-B,  but my brokerage actually uses the term"Various" in a similar situation for the acquisition date on the 1099-B.

          To get the choice of "Various" for acquisition date, there is an intermediate step that's not very intuitive as you'll see in the image below.   I should have mentioned that above.  

     

I'm a fellow user, not a tax expert.  If it were me, since there are only 2 lots I personally would report things in the same way that the broker reported it to me on the 1099-B just to avoid the IRS thinking something wasn't matching correctly even though the final result is correct.   You'll have to choose which works best for your purposes.

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various.png

on from 1099b, I sold stock that had two different acquisition dates. How do i enter two dates on the screen?

if you're not importing you can enter as two separate sales. 

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