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T
TAD
Level 3
February 27, 2026
Question

Schedule D override for longterm holding period

  • February 27, 2026
  • 1 reply
  • 8 views

In the 2025 program, I am not finding an option to override for long term holding period (various dates).  Wash this eliminated in the 2025 program?

1 reply

PhoebeRoberts
PhoebeRobertsIntuit Community Champion
Intuit Community Champion
February 27, 2026

Enter the purchase date as any long-term date with a - in front of it.

My default is -01/01/00 because I am old.

    T
    TADAuthor
    Level 3
    February 27, 2026

    That doesn't allow for using "various" for sale dates, i.e., grouping as is on the 1099B.  In prior years there was an option to use "various" for both purchase and sale dates and then override LT or ST.  I don't see that option in the 2025 program.

    PhoebeRoberts
    PhoebeRobertsIntuit Community Champion
    Intuit Community Champion
    February 27, 2026

    Enter the sale date as -12/31/2025 to get various to print in the sale date column.

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