Solved: How do I enter stock's acquired date as Various? Because Turbo tax only let me enter the numeric date such as 01/01/2016 instead of "Various".

imaze · ‎February 26, 2021

ReneeM7122 Appreciate your response. The issue happens even with a Valid Date(as suggested by you). It's a bug.

Tax202191 · ‎February 26, 2021

I had the same issues that many people here are having. I called TurboTax twice, on the phone almost 3 hours, and went through all the suggestions mentioned here, but did not help.

So I deleted my stock income portion and chose to manually input the information myself instead of syncing to my trading account. Instead of input the sales individually (which was a long list), I selected to input the total of each sections instead. This information can be found in the summary of your 1099-B. At the end, I was required to upload a pdf file of my 1099-B. And I was able to proceed to e-file my tax without problem after that.

Hope this help some of you!

terrence_van · ‎February 27, 2021

OMG! Thanks a lot!!!

I have three brokers (RH, Webull, and TD), it seems only Webull had an issue.

I followed your steps and everything worked well.

thanks a lot!

imaze · ‎February 27, 2021

Please note that reporting using summary method (as stated above) might require you to manually Mail documents to IRS. Please refer to the below link.

https://ttlc.intuit.com/community/taxes/discussion/turbo-tax-says-i-must-mail-form-8453-8453-wants-m...

cactusgg · ‎February 28, 2021

that's exactly why this bug needs to be fixed immediately, or a refund should be provided so I can file with a service that allows successful e-file.

cobiak14 · ‎February 28, 2021

Read the instructions in your Turbo Tax Premier carefully for this item. If your brokerage has given you a statement combining all transactions, there is an option to enter your info in this way. Makes it extremely easy if you've had lots of transactions!

cobiak14 · ‎February 28, 2021

You must have Turbo Tax Premier edition and use the option for all transactions for the year, not daily.

imaze · ‎March 4, 2021

@cactusgg Did you get an update on this?

cactusgg · ‎March 4, 2021

@imazeno, after a few calls they still had not fixed the bug. I had to enter my stock sales manually or attempt to get a refund.

JeanneLO · ‎March 4, 2021

We have some recent information regarding entries on the 1099-B form:

Why is my 1099-B missing its acquired date?

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imaze · ‎March 10, 2021

@cactusgg I am still having the issue. Did you get any update on this?

EbonyA · ‎March 10, 2021

@imaze, Did you review the FAQ provided above by JeanneLO? It provides a suggestion as well as an option to sign up for updates regarding the issue.

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leftydexter · ‎March 12, 2021

@imaze , @cactusgg

I was directed to this help article by @Cynthiad66 that solved my issues with the "VARIOUS" acquisition date problem that shows up when I tried to finish information for my state taxes.

https://ttlc.intuit.com/community/entering-importing/help/how-do-i-enter-a-large-number-of-stock-tra...

My experience:

I had already imported the data from my investment firm for my Federal taxes; it automatically input "VARIOUS" for certain acquisitions. When I got to my state taxes and needed to mark whether or not to exclude the, I ran up against the same issue as everyone else here.

I posted my question and @Cynthiad66 answered with the article above.

In order to be able to enter the summary data, I had to search "stock sales" as suggested in the help article, and then it would let me enter the summary data. After I checked that info against what I had imported, I deleted the imported info. Then, in order to enter the recommended acquisition dates for my State filing, I had to delete the State return I had previously started, and run through everything again (didn't take very long).

Hope that helps.

leftydexter · ‎March 12, 2021

Forgot to mention that I did get prompted to upload a PDF copy of my 1099-B to file since I deleted the imported data. I have not finalized my filing yet, so not sure what that looks like in my documentation.

adamhurwitz · ‎May 7, 2024

Thank you @MaryM428! This should be the accepted solution.

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How do I enter stock's acquired date as Various? Because Turbo tax only let me enter the numeric date such as 01/01/2016 instead of "Various".

How do I enter stock's acquired date as Various? Because Turbo tax only let me enter the numeric date such as 01/01/2016 instead of "Various".

How do I enter stock's acquired date as Various? Because Turbo tax only let me enter the numeric date such as 01/01/2016 instead of "Various".

How do I enter stock's acquired date as Various? Because Turbo tax only let me enter the numeric date such as 01/01/2016 instead of "Various".

How do I enter stock's acquired date as Various? Because Turbo tax only let me enter the numeric date such as 01/01/2016 instead of "Various".

How do I enter stock's acquired date as Various? Because Turbo tax only let me enter the numeric date such as 01/01/2016 instead of "Various".

How do I enter stock's acquired date as Various? Because Turbo tax only let me enter the numeric date such as 01/01/2016 instead of "Various".

How do I enter stock's acquired date as Various? Because Turbo tax only let me enter the numeric date such as 01/01/2016 instead of "Various".

How do I enter stock's acquired date as Various? Because Turbo tax only let me enter the numeric date such as 01/01/2016 instead of "Various".

How do I enter stock's acquired date as Various? Because Turbo tax only let me enter the numeric date such as 01/01/2016 instead of "Various".

How do I enter stock's acquired date as Various? Because Turbo tax only let me enter the numeric date such as 01/01/2016 instead of "Various".

How do I enter stock's acquired date as Various? Because Turbo tax only let me enter the numeric date such as 01/01/2016 instead of "Various".

How do I enter stock's acquired date as Various? Because Turbo tax only let me enter the numeric date such as 01/01/2016 instead of "Various".

How do I enter stock's acquired date as Various? Because Turbo tax only let me enter the numeric date such as 01/01/2016 instead of "Various".

How do I enter stock's acquired date as Various? Because Turbo tax only let me enter the numeric date such as 01/01/2016 instead of "Various".

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How do I enter stock's acquired date as Various? Because Turbo tax only let me enter the numeric date such as 01/01/2016 instead of "Various".

How do I enter stock's acquired date as Various? Because Turbo tax only let me enter the numeric date such as 01/01/2016 instead of "Various".

How do I enter stock's acquired date as Various? Because Turbo tax only let me enter the numeric date such as 01/01/2016 instead of "Various".

How do I enter stock's acquired date as Various? Because Turbo tax only let me enter the numeric date such as 01/01/2016 instead of "Various".

How do I enter stock's acquired date as Various? Because Turbo tax only let me enter the numeric date such as 01/01/2016 instead of "Various".

How do I enter stock's acquired date as Various? Because Turbo tax only let me enter the numeric date such as 01/01/2016 instead of "Various".

How do I enter stock's acquired date as Various? Because Turbo tax only let me enter the numeric date such as 01/01/2016 instead of "Various".

How do I enter stock's acquired date as Various? Because Turbo tax only let me enter the numeric date such as 01/01/2016 instead of "Various".

How do I enter stock's acquired date as Various? Because Turbo tax only let me enter the numeric date such as 01/01/2016 instead of "Various".

How do I enter stock's acquired date as Various? Because Turbo tax only let me enter the numeric date such as 01/01/2016 instead of "Various".

How do I enter stock's acquired date as Various? Because Turbo tax only let me enter the numeric date such as 01/01/2016 instead of "Various".

How do I enter stock's acquired date as Various? Because Turbo tax only let me enter the numeric date such as 01/01/2016 instead of "Various".

How do I enter stock's acquired date as Various? Because Turbo tax only let me enter the numeric date such as 01/01/2016 instead of "Various".

How do I enter stock's acquired date as Various? Because Turbo tax only let me enter the numeric date such as 01/01/2016 instead of "Various".

How do I enter stock's acquired date as Various? Because Turbo tax only let me enter the numeric date such as 01/01/2016 instead of "Various".

Get more help

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