First, Thanks for fixing the issue that keep asking for the stock acquisition date.
Now it shows another issue from my account:
I have some short term transactions on the public stock market, non of them are "QSB" (Qualified Small Business). But at the last step before filing, the application complains:
"Form 1099-B Worksheet (TD Ameritrade Clearing, Inc) -- Capital gn(ls) adjustments / other info ([social security number removed] ALIGN TECHNOLOGY INC COM):
Has QSB stock should not be selected for sales with a short-term holding period
-- I tried to uncheck the box "Has QSB stock", also unchecked the checkbox inside the gray doc area "Gain from this Qaulified Small Business (QSB) is excludible under IRC...
-- I tried to edit the entry in the stock transaction
But seems this question go into an infinite loop.
Please Help.
Thanks
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Hi, @MichelleLO
Thanks for the reply. I did the following, but the problem is -NOT- resolved
(1) clear the cache and cookie in my browser
(2) in the "Wages & Income" tab, click "Delete" icon for "TD Ameritrade Clearing, Inc."
(3) load the 1099-B form from the broker again (success)
(4) Now it is stuck in the previous error:
1099-B Worksheet Error: Keep asking "Date Acquired must be entered for xxx"
It keeps asking me "holding period must be selected because not enough information is presented...", after I select "Short Term", then it will ask the acquired date of a transaction....
Again and Again and Again...
I thought I had gone through this problem 1 month ago, but it comes back.
Please help me get out of this infinite loop, also the "QBS" loop. I am really waiting for the tax refund to pay off my bills.
Thanks.
I tried to change the browser from Chrome to IE, but it doesn't change anything
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