This is a forum to discuss income taxes.  Your question makes no mention of income taxes - though I guess that's the impetus behind your post - and asks a question that literally no one here can answer.  You and your employer have all the details about any grants you may have received, and that includes the vesting schedule.   I'd suggest adding some background information here. ... View more

You've obviously told TurboTax that you'd enter you trades in "summary" fashion.  That's why you're being asked to mail in the detail of your trades - the 1099-B will usually suffice - along with Form 8543.    Using the summary method for entering trades is an obvious time saver for people that make hundreds or thousands of trades during a year, but for most "regular" investors who might make at most a couple of dozen trades during the year, entering each trade individually and then not having to print out Form 8543, make a copy of their 1099-B, find an envelope that will fit all that stuff and then digging out a stamp to mail it makes more sense.    Did you make hundreds of trades this year?  If you didn't, it might be easier to delete those two trades and enter the detail of your actual trades, or easier yet, simply import those 1099-Bs.   "Do I need to fill out any other 1099-Bs for the adjustments?"   I'm not sure what you're saying here.  One way or the other you have to provide the IRS will all of your trades from all your 1099-Bs.  If you have 1099-Bs from more than one broker then you could enter some of them in "summary" fashion and some "in detail" but you said "a 1099-B", which suggests one 1099-B so I don't understand what "other 1099Bs" you're referring to or how they would play into your wash sale adjustments.   "Is the statement I have to mail the 1099-B I received from the broker?"   That's usually acceptable.   "Will this process hold up the refund?"   I don't really know but my guess is that it wouldn't.    "If the stocks were purchased on separate dates, what date do I use for the acquisition date?"   I'm lost again.  You, in effect, suggested you had one 1099-B that you reported in summary fashion, splitting the trades between long term and short term.  The 1099-B you'll be sending in should have the acquisition dates off all trades that are "covered."  Does it not?     ... View more

It's not really clear what you are referring to when you say " the sales info section i.e. stock, bond, mutual or other?"  Presumably you have a 1099-B with all the necessary information you need printed on it and unless you dip down into the "guided" interviews, which you don't need to do, TurboTax doesn't ask that question.   The 1099-B interview page has a box labeled "Description" and, presumably, the 1099-B has that information.  I'd think it would be along the lines of "Bank of XYZ 12-Month CD" or some such. ... View more

In my experience TurboTax doesn't simply throw up a simple "Review" prompt without an attempt of some sort to indicate what the problem is or where it lies.  Sometimes it's a window with a field highlighted, often with some verbiage giving you some direction.  Are you getting a one-word "review" message, and nothing else? ... View more

"It was not a same day sale/cashless exercise"   Since it wasn't a same day sale then you certainly should have received a 1099-B in almost most situations.  Was the stock not sold through an broker, maybe sold back to the employer, perhaps? ... View more

On the 1099-DIV entry page click the small next to "My form has info in more than just these boxes (this is uncommon)" and the page should open up to include Box 11.  (This is how it works in the "desktop" product, I assume the "online" product is similar.) ... View more

TurboTax certainly does allow you to enter security sales where you have not received a 1099-B, though it sounds like this was a "same day" sale of employer stock.  In this situation you don't have to report the sale though you may wish to report the sale to take advantage of the small loss that typically occurs in this situation.   In the desktop product you start the "Stocks, Mutual Funds, Bonds, Other" interview, tell TurboTax that you had security sales, and then tell TurboTax that you did not receive a 1099-B.  That places you in a somewhat different interview than if you reply "Yes" to the 1099-B? question.  I assume the online product does something similar.   The alternative interview also has "guided" interview for all sorts of sales, including sales of employee stock but there's no "Income Tax Return Reporting Requirement" that means you must use the guided interview.  All security sales that show up on Form 8949 look exactly the sale: What was sold Date of sale Proceeds Date of acquistion Cost basis (In some cases and only if a 1099-B is issued) Adjustment code and adjustment amount There's nothing there that says "This was employer stock that I sold."   So simply enter the five pieces of information that's needed to report the sale, and you're done. ... View more