Question
I transferred my shares from one brokerage to another, and the 1099-B from the new brokerage shows the acquisition date as the date the shares were transferred in rather than my actual purchase date. This causes the holding period to be incorrect, and the sale should have a long-term basis rather than short-term. I'm unable to fix this in the software. There's a checkbox "I need to correct the holding period", but it doesn't seem to do anything. There is not way to actually enter the correct data. Can anyone help me out here?
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