WSpillman
Level 2

Entering bulk stock summaries, and attaching stock summaries have been easy this year.

Oddly, a simple one-transaction stock is causing a problem in the software.  

One sale, short term, Basis Reported, Reported on 1099-B.  The boxes I used to click select "basis reported" and "1099-B" are now controlled by the 8949 Code.  

https://proconnect.intuit.com/community/form-1099-b/help/methods-for-entering-stock-transactions-for...

I used the above article to find the correct code - which was Code A.  I entered this code on both the 1099-B and 8949 form.  Both of the boxes remained red - indicating an error.  When I removed the code the red error would disappear, but the boxes would revert to being checked "no" on both - when I need "yes" on both.  I was able to override the red error box on 8949, but the error persists on 1099-B.

Right now the only way to report without an error is to ignore the code box entirely, and simply enter the numbers on the statement.  The two checkboxes are wrong, but at least the correct proceeds, basis, and gain/loss are reported. 

Code A is described as fitting the data I was trying to enter - so my only thought is a software bug is causing this.  Has anyone else had this problem?  Has anyone found a way around it? 

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