topic How do I change individual stock transactions from short to long term or vice a versa? in Deductions & credits

How do I change individual stock transactions from short to long term or vice a versa?

blbright58 — Tue, 10 Feb 2026 11:19:18 GMT

I need to update some of my stock trade designations on Form 8949 for short to long term. However, I cannot seem to find where I can edit this. Thank you

Re: How do I change individual stock transactions from short to long term or vice a versa?

JamesG1 — Mon, 19 Feb 2024 15:40:15 GMT

In TurboTax Online, correct the Sales Section title to change an incorrect stock designation such as long-term that should be reported as short-term.

Click the down arrow to see the choices available.

At the screen Let's finish pulling in your investment income, click the down arrow to view the Edit button.

In TurboTax Desktop, select Edit at the screen Your investment sales summary.

Click on the pencil to correct the Sales Section title to change an incorrect stock designation such as long-term that should be reported as short-term.

Re: How do I change individual stock transactions from short to long term or vice a versa?

blbright58 — Sat, 24 Feb 2024 00:57:41 GMT

Can I make the change using the s/w on a Mac or do I need to upload it to the online service? If so, how do I upload it? Thanks

Re: How do I change individual stock transactions from short to long term or vice a versa?

MarilynG1 — Sat, 24 Feb 2024 01:11:59 GMT

Yes, you would Edit 1099-B info the same way, if you're using TurboTax Desktop.

Type '1099-B' in the Search area, then 'Jump to 1099-b' to get to the Investment Summary page. Choose Review.

Re: How do I change individual stock transactions from short to long term or vice a versa?

blbright58 — Sat, 24 Feb 2024 01:15:55 GMT

Nevermind. I located the section in the Mac s/w. Thanks

Re: How do I change individual stock transactions from short to long term or vice a versa?

TahoeJeff — Sun, 13 Oct 2024 18:48:45 GMT

How would this work for non-1099 items? So I have a loss from a bad loan I made and its showing as short term loss (8949 and D) and I can't see how to change that to long term. Can't delete the 8949 it just reappears, and can't remove the items from the D either. Its like an endless loop of dysfunction for a simple thing I need to do.

Hoping someone has a clue on this! Thanks