jgm6520
Level 3

The program seems to be incorrectly calculating the holding period for investments. Anyone else experiencing this?

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dkh
Level 12

Can you elaborate? short term calculating as long term  or vice versa ??  

Just-Lisa-Now-
Level 15
Level 15

are you entering the sale and purchase dates backwards?


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PATAX
Level 11

I have not had any issues with this.

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Evz
Level 1

Yes it's calculating all of mine as S (short term investment) even though they were bought 12 years before they were sold. Did you figure it out? Thanks.

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Just-Lisa-Now-
Level 15
Level 15
are you entering the dates backwards?

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dkh
Level 12

Clarification - you are entering on 1099B Worksheet Quick Entry Table  - correct ?   What are you entering in 8949 Box  (where you select A,B,C,D,E, F) ?   is this possibly forcing it to Short Term?