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RSU sale marked as box "C" on Form 8949; cannot correct to box "B".

We have a sale of Restricted Stock Units (RSUs) which was reported to us on a Form 1099-B that advised us to complete Form 8949 with box B checked ("Short-term transactions reported on Form 1099-B showing basis wasn't reported to the IRS").  However, TurboTax enters the RSU sale with box C checked ("Short-term transactions not reported to you on Form 1099-B").  We seem unable to amend this.  How can we make the correction?


Edit: the answer below from TomYoung is exactly correct -- we had gone down the wrong interview path initially, and had tried to correct it later to no avail.  But deleting the sale and re-entering it correctly worked just fine.  Thanks TomYoung for your insight!

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RSU sale marked as box "C" on Form 8949; cannot correct to box "B".

I expect that you told TurboTax that you DIDN'T get a 1099-B as that's the path that gets trades marked as Box C or Box F.  I'd advise simply deleting the sale and re-doing it.  Say "yes" to 1099-B question and select "Box B - Short Term Noncovered" on the "Tell us about your [Broker Name] 1099-B" page.

Tom Young

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2 Replies

RSU sale marked as box "C" on Form 8949; cannot correct to box "B".

I expect that you told TurboTax that you DIDN'T get a 1099-B as that's the path that gets trades marked as Box C or Box F.  I'd advise simply deleting the sale and re-doing it.  Say "yes" to 1099-B question and select "Box B - Short Term Noncovered" on the "Tell us about your [Broker Name] 1099-B" page.

Tom Young

RSU sale marked as box "C" on Form 8949; cannot correct to box "B".

I have this same problem with a trade in an imported broker's 1099 (interview method not used). (I did not tell TurboTax that I didn't get a 1099.) In TurboTax the trade correctly shows Box B applies, but the resulting Form 8949 categorizes it as Box C.

 

A possible clue to this apparent TurboTax error: This trade is unusual in that it involves a publicly traded partnership for which I received a K-1 form. I can try deleting and reentering the trade, but if this is a TurboTax error, it needs to be fixed.

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