3644263
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.

jkosse83
New Member

Why did the upload of my Fidelity 1099 stock sale info not upload the purchase date for all the stock sales. It is available from their website.

 
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.

2 Replies
JamesG1
Expert Alumni

Why did the upload of my Fidelity 1099 stock sale info not upload the purchase date for all the stock sales. It is available from their website.

You may attempt a second upload.  But be aware that there are reports that a second upload may override the first upload.  So any changes made to the first upload could be lost.

 

Or you would have to manually update the purchase date (and, perhaps, the long-term / short-term designation) for each transaction.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
jkosse83
New Member

Why did the upload of my Fidelity 1099 stock sale info not upload the purchase date for all the stock sales. It is available from their website.

The actual acquired date is actually in the brokerage form in the "documents" within Turbotax. Therefore it did actually upload but the software is not capturing the date for the return information.  All the other information transferred. In fact, there is no  "Date Acquired" column on the 1099-B Sales report in the tax return information.

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