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Level 2
September 3, 2025
New

Ability to use various on aquired date for stock transactions

Related products:ProConnect
  • September 3, 2025
  • 2 replies
  • 6 views

At this time you have to put in a "negative" date instead of the word various. Just allow us to use the word various and will will select if it is long-term or short-term. 

2 replies

sjrcpa
Level 15
September 4, 2025

Been this way for years. In Lacerte, too. It works. Let's not ask them to break something that works.

The more I know the more I don’t know.
George4Tacks
Level 15
September 4, 2025

I find the entry pretty quickly with this set up

Short Term VARIOUS

Purchase date -0101YY for tax year 20YY

Sell date           -0102YY for tax year 20YY

Long Term VARIOUS

Purchase date -010100

Sell date           -0101YY for tax year 20YY

 

Answers are easy. Questions are hard!