Received RSUs in 2020 in my employer stock. When I go thru federal review, it says "1099B Worksheet line 25 column c cannot be later than date sold." Inputs are correct

[willcasp]

when you are in "review", you will see an option to open the worksheet. On line 2, go to the blank. click on that. that will now show a box. On windows, I believe you can right click and select "over ride".. on the Mac, go to the menu bar, and Override will be an option on the edit menu. Once Over ride is in place, you can manually put in the sold date. That fixes the problem.

[ESigler84]

@RickDTT when you're going through the "smart check" feature and it asks you to fix the problem, there is a document just below the error.  fine line 2 on that document and then right click and choose "override" which will allow you to type into the form.

[RickDTT]

thank you @willcasp  and  @ESigler84 

[stevect69]

Thanks everyone for the assist.  TurboTax support closed my case on this issue for line 22 (same date issue) with no explanation.  The override on the Company and Date Sold fixed the issue and SmartCheck ran clean.  Obvious software bug.  Now off to fill out my state info 🙂 

[LinaJ2020]

This issue has been currently submitted for further investigation. Thank you for your patience and please check back with us later. 

To see how to report RSU, click here: RSU reporting

[benefitssteve]

A program update for desktop Premier 2020 downloaded to my machine late in the evening of 2/4/2021. It seems to have fixed at least some of the RSU interview problems with sale price, employer name, and other issues noted in this and related threads.

[lezard]

That indeed works. You have to scroll up all the way to line2 though.

This is definitely a bug, TurboTax should fix this (although there is a workaround, they should not expect their users to find the workaround out).

[z966068]

I am having the same issue with RSA stock sale, acquired 4/9/20 and sold 4/15/20.  I went to line 2 and overrode it with sold date of 04/15/20 as it was empty, but still get error saying 04/09/20 is later than sold date of 04/15/20.  Never had this issue before and it is only on one and have many similar transactions with no issues.  Turbo tax you have made this year a huge challenge.

[z966068]

Just got off phone with Turbo tax specialist.  The one transaction that had the error we deleted and reran error check no error.  Went back and entered the one transaction manually  on the initial input page for investment income and ran error check no problems.  I have since transmitted the my taxes, done finally.  She did say I could do the whole import again, but since it was just one transaction with issue just entered it manually.  Hope this helps someone.

[logindian]

• After entering manually as per phone call with agent, I submitted my return . Couple of days after , I got email saying my tax filing was rejected . Another call with them , didn’t help . They sent me a big document on how to file 1099B and asking to enter manually again. I didn’t want to risk myself  as the filling dates are going to finish sooner. So switched to HR Block and  filed the tax much faster than Turbotax!
• This is a bug in their cd . They are not realising it ! 

[snowflake88]

I have the CD Version and I cannot override , taxes have never been so stressful its so frustrating I'm about to switch like logindian mentioned 

[eldon-123]

1099B worksheet contains sale of stock I have not sold.  Will not let me file my return because it says I must have a sold date.  How can I correct the 1099B worksheet?

[Cynthiad66]

If you did not have a sale, remove that transaction from the return.  You should also requested a corrected form 1099 B from your financial institution so as to correct the issue with the IRS, as well.

[eldon-123]

Thanks

[Whatsupdoc246]

I have been a turbo tax user for 20 years. This error going unfixed this long is unacceptable. This will be my last year with TT