Sale of inherited stock to indicate inherited

[gk5040]

In February 2025, inherited my mom's brokerage account from JP Morgan. It was all securities I did not want to own, so I sold it all in March of 2025 and transferred the cash to Vanguard.  My mother passed away Dec 2024. There are a few short term transactions on the 1099B,  which I need to call JP Morgan back and ask why it's not all listed as long term sales, the short term sales are all transactions that have a date acquired between the date my mom passed and when JP Morgan finally transferred my inheritance to my account.  After importing the JP Morgan 1099B brokerage statement into my TT desktop,  I swear I answered the last of the 3 questions  before editing the import correctly...the third question was if I bought all the securities.....I am pretty sure I said no.  The 1099B lists the sales as long term, but I need to manually enter INHERITED for each 840 transactions?  I tried bulk editing but do not see that category to edit.  I started this grueling process until I realized the amount of entries involved.  Is there an easier way to do this or do I need to delete the import and import again, could I have accidentally not replied incorrectly to the third question about whether I purchased these securities.  There is no way I can figure out how to get back to those 3 questions before you edit the inport.  

[Mike9241]

in the acquisition date box, there should be a dropdown to allow indicating inherited. If no,t try typing the word in the box. TurboTax will automatically treat it as long-term.  

[gk5040]

That is not an option.  You can change the date, it wont accept letter, or you can choose something other than a date and that option is only various.  The sales are all long term.  I just cant go into each transaction and manually change 840 of them.  Any other suggestions, unless I group the whole cluster as one manual input of costbasis and proceeds.  Do i have to mark it as inherited?

[gk5040 · Accepted solution]

I had to group transactions off the 1099B into similar groups with similar sold dates.  I could not edit 500 plus individual transactions especially when the software takes you back to page one after every update.....TurboTax you need to do better!!!!  I sold my entire inheritance because the JP Morgan investments were garbage and could not be transferred to another brokerage account.  I did not want my money in JP Morgan after the horrible experience dealing with their foreign beneficiary department.  Every security had multiple lots and I had to group them in sections to make this feasible.  There is no drop down menu to convert them all at once to inherited, purchased or received as a gift.  This was so time consuming.  It should not have been this difficult especially since I answered the 3rd question before editing the download that these were not purchased by me.