How can I revise multiple stock sales at once to indicate that Box 1b of my Form 1099-B is 'blank' for all of them?

[tylerdboyd91]

I imported stock sales from Apex Clearing, but many lines with the acquisition date left blank (Box 1b) were not imported correctly. They keep getting flagged, but it takes many clicks to indicate "-Blank-" for each of them. How can I revise them all at once?

[DavidD66 · Accepted solution]

I recommend you delete your import and manually enter category totals.  To do so,

• Click on Search
• In the Search Window type Jump to 1099-B
• Click on Jump to 1099-B
• Click + Add an Account (if the account you downloaded is showing, delete it first)
• Answer Yes to "Did or will you receive a 1099-B form or brokerage statement for these sales? "
• Click on "I'll type it in myself"
• Select your Bank or brokerage and click Continue
• On the page with "Tell us about your 1099-B sales for this [brokerage] account" answer the question about employee stock & the number of sales, etc.
• click the button "Let's enter a summary"
• Enter your Investment Sale information and repeat to you have entered for each category.

After entering all your category summaries,  Look for "To finish reporting these sales, follow the mailing instructions" and click on the link for these instructions:

Take a moment to double-check that your statements are complete. For each sale listed, there should be:

•  - A Description
•  - Date Acquired
•  - Date Sold
•  - Sales Price
•  - Cost Basis
•  - Gain or loss for each sale
•  - A based on how the sale was reported to you and the IRS

 In some uncommon cases, there will be an adjustment code and adjustment amount.

 NOTE: Any sales summaries that include only Box A or Box D sales, and which have no adjustments to gain/loss, do not need to be included on a statement mailed to the IRS.

 Here's how to mail your statements:

 If you are e-filing your tax return, then mail your statements along with Form 8453 to:

Internal Revenue Service

Attn: Shipping and Receiving, 0254

Receipt and Control Branch

Austin, TX 73344-0254

If you are not e-filing, then mail your statements with your entire tax return to your local IRS office.