Is anyone else having trouble with Form 8949? I attach a summary for multiple transactions. It is very straightforward if there are not wash sales and basis is being reported. However, when that is not the case, I get an error in the "date sold" field, when I leave it blank. I don't know if it is a season long software problem, or if I am overlooking the solution.
I use the sch D worksheet. I summarize those sales that are reported along with the cost basis without any adjustments. For any sales with adjustments or non-reported basis, I use the lines in the body of the form -- similar to prior years. And yes, each sale date will be a new line.
I just enter 12-31-20.
All were sold by then, and the IRS has or gets the detail anyway when I attach a pdf of the Broker Stmt.
(I know I may not have to in all cases, it's just easier for me to attach all of those I use summaries for.)
As the Keeper of the Register of Stupid Rules, we have listed this requirement for a sales date in the category of Inexplicable Limitations. (See also, Intuit's requirement that only returns e-filed with the program can be amended electronically with the program.) In this case, though, it's not the fault of Intuit -- it's IRS that causes the problem.