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

[enamho]

Still not fixed as of 2021-03-22. It's gotten worse. Now, it increases my tax due perpetually. Gonna hop on over to HR Block and see how they do things. What a waste of time.

[jf1991]

I just deleted and re-merged my 1099-B/INT/DIV from APEX Clearing and didn't get the error! Hopefully this means the "end of March" bug fix has indeed come to pass.

[chenw2000]

As of March 27, it is working. No more infinite loop, and maybe the working flow was changed too.

I have to manually review more than 200 small covered call transactions, one by one, page by page.

anyway, it had filed the tax return successfully

Thanks

[7plagues]

Still broken

[bbailey11]

Here is what I figured out as I also thought this was a bug.  Basically if you only purchased shares one time and sold all of them at once then you should have a date on the form, if not then put the date you bought those shares.  If you bought multiple lots of shares over time and the form is blank then you choose "various" as there is not one single purchase date.  Both of these options get you around the issue.  

[MNTech]

Still broken and there is no option to choose various. It literally says "It has to be a date" turbo tax won't let you. 

Last time I ever use turbo tax. 

[model4sun]

I filed for the extension so I just finished my taxes Oct 13, 2021.

It seems to be having different problems than in the earlier posts here.

I had problems with covered calls, but not for all of them.  Just for EPD , Enterprize Production Partners.

All the problems I had were for this stock.

I forgot how but I got it to stop asking for the review but then it wanted each one to be entered manually.

I had support on the phone while doing this.

A covered call is first sold and then bought to close at a later date.

The program was stuck on " The sales date can not be before the purchase date".

Support did not have a solution for this.

It downloaded all the transactions on the 1099-B which it never did before.

I could not get it to file online so I had to download the PDF version with included each trade.

Support told me I may have to file an amended return.

I mailed it to the IRS.  I hope they can figure it out and I wont have to file an amended return. :(

Is there a different version of Turbo Tax that is better for stock trading?

[AEJ_Rochester_Minnesota]

I had hesitation with manual addition because the # of lines can become overwhelming.  I was trying to find a way "around" it by finding an acceptable date...ty for supplying me the instructions on how to use the column addition option for the items with missing information.  I understand the part of entering various dates.  Adding up all the line items threw my Spidy Sense off.  Thanks Agan.

[rezza001]

Not only does the software not import the purchase date,  when asked to correct the issue, the purchase date that I manually input goes to the incorrect trade.   What's going on?

[MarilynG1]

If you imported the data and get errors in review, you could delete the imported data and enter it manually (or just delete/re-enter that particular transaction).

If you have numerous transactions, here's How to Enter a Summary in Lieu of Individual Transactions.

@rezza001

[rezza001]

Replying to your expert suggestion.....  There are alot of entries.   The main reason I purchased Turbo Tax  was to be able to import the equity transaction dates correctly and accurately.   Your response indicates NO effort to investigate and resolve the issue.   

[hyankov]

They've had one full year to fix this problem. I am shocked that it's still present.

[CAD2]

The final review says I have not entered something on Line B of a 1099-R.  I have gone back and either corrected and/rechecked all my 1099R's and it still will not let me continue with the e-filing.  Guess I will mail it in hard copy unless I can get an answer from someone!!!Help!!!

[GeorgeM777]

If it's a Worksheet that is causing the error, but everything else is correct, try deleting the Worksheet.  Worksheets are not submitted with your return.  If you are using TurboTax online, follow these steps to delete a form.

1. Open or continue your return in TurboTax.
2. In the left menu, select Tax Tools and then Tools.
3. In the pop-up window Tool Center, choose Delete a form.
4. Select Delete next to the form/schedule/worksheet in the list and follow the instructions.

@CAD2