1099-DA Form

Forum|Forum|4 months ago
March 1, 2026
1 reply
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Box 1D (Date acquired) is requiring a date but the form lists 'various'. TurboTax is not allowing 'various' as an option.

How to proceed on this form when entering individual transactions?

Thanks.

Best answer by MelindaS1

If you're certain all the sales are short-term in nature, enter the most recent acquisition date into the field to satisfy the requirement.

MelindaS1

Level 6

The acquisition date is used to determine if a sale of capital assets will be given long-term or short-term tax treatment; so you'll need to enter a value (or values, if using multiple sales subtotals) that accurately reflects whether these are sales of assets you have held for at least 1 year or not. If your 1099 does not report the necessary information, you'll need to rely on your broker records.

Assets held for over a year get favorable long-term capital gain treatment when sold, and so attention-to-detail could impact your bottom line - do all of the acquisition dates qualify as either all long-term or all short-term sales? If so, you can enter the most recent date to reflect that character across all the sale lots combined.

If some of the acquisition dates were at least a year before the date of sale, and some were within 1 year of sale, then you'll need to break those out separately, and report additional sales totals for the portion that is short-term in nature.

See: TurboTax - Capital Gains and Losses

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alonsotxAuthor

Level 2

All of the transactions are short-term but multiple acquisitions ( 3 separate dates) were processed before the sale for all was processed on a later date. My question is that TurboTax is not allowing me to enter 'Various' in Date Acquired (1D), it's requiring a date. Is there a way to override the required date format to enter 'Various? If not, should one of the dates purchased be used as the acquired date? On 1099-B for for stock sales 'Various' is an option.

Thanks again.