1099-B Worksheet Error: Keep asking "Date Acquired must be entered for xxx"

[rktman]

Having this same exact issue and incredibly frustrated. Tried deleting the import and reimporting but still did not work. Going to have to enter thousands of transactions manually so this will be the absolute last year I will be using Turbo Tax. Good riddance and hire better software developers please. Peace and love!

[jsun2s]

I am also facing same issue when import from WeBull

[Superc0bra98]

I ended up entering group totals manually from the 1099. Took about 30-45 min and Return was accepted. Good luck my friends. 

[TurtleandPup]

After 3 days of mental stress, phone calls, trail and thousands of errors dealing with this issue I have the solution 1099-B in my situation 

For Turbo Tax Download version on Windows. I cannot speak for online version.

Step 1: Delete all turbo tax programs (make sure you have your product code)

Step 2: completely update your PC and restart and reconfirm all updates have been installed and restart again. 

Step 3: Reinstall Turbo Tax thru your online account download purchase history 

Step 4: start turbo tax and follow instructions for set up. And start a return.

Step 5: upload previous year taxes (this is only time you can import previous year taxes) and "confirm your deductions are there!" I found manually entering the path only uploads the income!

Step 6: Now import your financial institution tax files or you 1099-B

(If you Remove your imported 1099-B after you import it, it will cause thousands of entry issues. If you think you need to Remove a imported file your step should completely start a fresh return, if you do this make sure to delete all other saved started files)

Step 7: before doing any other data entry in your filing go immediately to review and see if there's any issues to deal with. Out of 38 pages of day trading data imported I had only 5 easy fixes. I found using Forms view was better for fixing issues.

Step 8: with these steps now complete move on to the rest of your data entry. 

Step 9: I highly recommended after you enter one form or a each deduction category you perform a review. Solving 1 issue at a time is much easier.

Before deleting files its a good practice to have a back flash drive fir deleted files "make sure when you start and save a new return your working it goes on a separate flash drive!"

Another issue i dealt with was my PC had a setting that limited downloads to metered networks. Once i over road that my downloads started downloading very fast. The path is settings>wifi chose network your using then click the wifi icon and you get advanced settings, you will find meter settings there.

So with no sleep for days working on this I'm going to have a drink!

Peace!

[Anonymous]

I have this issue as well. Have tried to reimport the form today but the issue is still there.

I mean, this is preventing all of us here (and others I'm sure) from filing our taxes. A pretty real blocker.

What is the deal

[tbreisacher]

@shdw 

thank you for writing that all out! i'm so glad you found a solution that worked for you!

for me, it seems like i have a slightly different problem: i have two sales where the date is not "various" but instead there is an actual date listed. the dates were imported successfully -- i even downloaded the pdf of my completed tax return and i can see them on there. but, when i try to e-file, turbotax thinks that they haven't been entered and wants me to put them in again. and then even after i put them in again, it still thinks they haven't been entered and keeps asking me again and again. would you know of a way to fix that?

[shdw]

@tbreisacher 

If you’re trying to enter them in the fix it page that won’t help. Go back to it in the income filing section and do it there. When you go back to the specific filing you can make sure the date is correct there as well as the type of transaction (first item) is properly selected. 

After that make sure you follow that important note I mentioned at the bottom. 

If that fails it someone a few posts earlier have a 10 step process where you manually enter the totals and just upload your pdf. That might be your better option. My post was more of a detailed post that I hope TurboTax devs see and fix the root cause. Hope that helps!

[tbreisacher]

that's pretty much what i did. the type was short-term covered for one and long-term covered for another, but that was correct. then i put in the dates and kept clicking continue and moving forward through the other screens, and it still acts like the dates are missing even though they aren't.

then i also tried deleting my entire 1099-B and entering it manually, but:
1. i ended up with a slightly different number, which is worrying
2. it was suddenly showing that i owed a huge amount in state taxes, like it was counting my capital gains three times when calculating the state tax

i was really ready to just start the entire thing over but it's not even letting me do that either. really having a bad time on this one!

[shdw]

I wish I could be of more help, but short of telling you what I did or doing it manually by selecting that you have 4+ Stocks and it’ll allow you to just enter the totals. After that you’ll upload your pdf when filing. I’m not sure what else to offer, only my first year using this software to enter stocks. 

[tbreisacher]

i ended up calling turbotax support and they had me just do the 4+ stocks thing and type it in manually. turns out both the problems i was hitting were from import errors. thank you again!

[TheBreezus]

I'm still having the loop occur. It makes no sense to pay for this and then I still have to do the manual data entry. 

[tbreisacher]

Yeah, it's super frustrating. However, the manual entry turned out to be a lot easier than I thought. In my case, the front page had a summary of all sales, in different categories (short-term covered, long-term noncovered, etc) and you can just put in those numbers, instead of manually entering each individual sale separately.

[bmuscoty3790]

3/5, still having this issue. Any updates on a fix?

[Wing]

@bmuscoty3790 I did the manual entry with 4+ sales selection and first page of the 1099 had all the totals. Attached the 1099. It was easy and took about 5 minutes

[dtothefp]

Yah I was super frustrated and read through all these posts and still couldn't figure out how to update the 1099-B form in web interface because it was super buggy and laggy. Then I saw @tbreisacher post saying they  just entered totals. I went to my M1 forms and saw that totals are listed near the top then chose the option in TurboTax to enter manually and enter totals rather than individual sales. This was quick and seems to work fine.