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Level 1
February 14, 2026
Question

What date to enter when there is the stock purchase date plus dividend reinvestment dates

  • February 14, 2026
  • 1 reply
  • 20 views
Turbo Tax wants one date but Schwab's statement just says " variable"

1 reply

PatriciaV
Level 15
February 16, 2026

The date you enter is a test for long-term or short-term gain/loss. Enter whatever date will achieve the correct result for your sale. Long-term: over one year. Short-term: one year or less.

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