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What date of sale are you using for multiple transactions being reported as a group on 1099-B?

AB
Level 2

Hi-

A bit confused with the instructions on how "not to use a date of sale various" on the 1099-B reporting multiple sales (wash sales included), without showing a diagnostic error.  Planning to attach a PDF of the Brokerage statement.

Thank you!

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Just-Lisa-Now-
Level 15
Level 15

Ive just been choosing a date from one of the sales in the list...we shouldn't need to enter the date at all, its a program shortfall, in prior years we could just choose Long or Short.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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2 Replies 2
Just-Lisa-Now-
Level 15
Level 15

Ive just been choosing a date from one of the sales in the list...we shouldn't need to enter the date at all, its a program shortfall, in prior years we could just choose Long or Short.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

View solution in original post

LG-CPA
Level 4

I am not a fan of the new method!