3504007
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

hmosler01
New Member

For sale of stock, why doesn't Turbotax ask for purchase and sale dates? It did last year. Also, other tax programs ask for this info.

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

3 Replies
Vanessa A
Expert Alumni

For sale of stock, why doesn't Turbotax ask for purchase and sale dates? It did last year. Also, other tax programs ask for this info.

It does.  It is on the same screen as where it asks for the total proceeds.

 

All the options in the investment section ask for the cost.  For the date, if you enter that you are entering multiple transactions then it only asks in the drop down if it is a long term or short term sale. 

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
hmosler01
New Member

For sale of stock, why doesn't Turbotax ask for purchase and sale dates? It did last year. Also, other tax programs ask for this info.

I did additional research on this question. The entry dates option only appears if you click the 1-3 transactions option. If you click the 4 or more option, the date entry option does not appear, and TurboTax tells you to mail in Form 8453 plus your 1099B report from your broker. 

KeshaH
Expert Alumni

For sale of stock, why doesn't Turbotax ask for purchase and sale dates? It did last year. Also, other tax programs ask for this info.

When you have 4+ transactions, TurboTax gives you the option to enter a summary of each section (long term, short term) or each individual transaction one-by-one. 

 

If you choose to enter the summary, you will be prompted to enter the totals and then upload the 1099B. 

 

If you choose to enter the individual transactions, you will be able to provide all the detail from the 1099B, including dates acquired and sold. 

 

 

@hmosler01 

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question