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September 20, 2023
Question

RSU's entered as same-year buy/sale are showing up as long-term capital gains

  • September 20, 2023
  • 1 reply
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I have entered four RSU stock sales, bought in 2022 and sold in 2022.  They are showing up on the Long-Term Capital Gains Side of the Form 8949.  THey should be short term gains.


Bought: May 2022 and November 2022, Sold: Novebmer 2022.

 

They seem to be correctly entered on the 1099-B screens, but the Form 8949 seems to be displaying them wrong.

 

Please help.


Emily

    1 reply

    September 20, 2023

    They all have the BOX B (short term non-covered) code selected in the drop-down menu, but four of the transactions are showing up with a code T, which I think is what's putting them in the long-term gains section.


    Emily