Why didn't the date acquired and date sold not populate when I imported the 1099-B from the broker?

Forum|Forum|4 years ago
May 28, 2022
2 replies
12 views

I imported client 1099-B and all the data was correct except it did not populate the date acquired and date sold fields. Is there a way to fix this because the client has many transactions and I would like to avoid a manual fix.

Lacerte Tax

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Best answer by IRonMaN

Import seems to be a hit and miss process. As a side note, for sales that had the cost reported to the IRS, you only need to enter the totals from the 1099B

IRonMaNAnswer

Level 15

Import seems to be a hit and miss process. As a side note, for sales that had the cost reported to the IRS, you only need to enter the totals from the 1099B

Slava Ukraini!

George4Tacks

Level 15

Oh course you did a backup of the file before doing the import, so just restore that backup. 😉

Unfortunately there is no mass delete of the data that was imported, so that process will take a while, but that is probably quicker than trying input the dates.

Another option is to simply mark each as short or long and not do a summary for covered.

Answers are easy. Questions are hard!

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