How do I fix TurboTax won't let me enter date acquired for stock on 1099-B worksheet?

Forum|Forum|5 years ago
March 3, 2021
4 replies
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This is on "Check this Entry" menu.

TurboTax Premier Online

RayW7

You will need to enter a "Date Acquired".

One option is to enter 'various'. Various covers all the dates you made the acquisition. It is fine to use various so long as all the sold dates are more than one year after purchase date of the specific security.

If the "Date Acquired" field is blank on your Form 1099-B, it means the Payer didn't have that information. You would need to provide an answer from your records or enter a date that is consistent with the holding period.

If you held the security for more than 1 year, then enter a "Date Acquired" that is more than 1 year before the date you sold the security.

If you held the security for less than 1 year, then enter a "Date Acquired" that is less than a year before the date you sold the security (1/1/2015 will work).

If you aren't sure how long you held the security, try looking for the "Box" or "Code" on your 1099-B.

If Box A or B is checked, then the holding period was less than one year.

If Box D or E is checked, then the holding period was more than one year.

Takingtoolong

I have the same issue, the Date Acquired is not missing to begin with for any of my entries, but TurboTax insists I enter it again, and again, and again for the same entry to complete filing, it's nerve racking. I recently went in and selected various and saved everything and went back to file, only to be pushed back to the same entry once again when I tried to file, this is madness, and clearly a programing issue that is holding me back from filing.

LindseyLO

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BanjoRon

The only thing that fixed it for me was going to the forms and putting the date acquired in Line 22, column f (date vested—Turbotax left this blank). In other words, it allowed me to file when I had column c (date acquired) and column f (date vested) with the same entries.

the6thbook

This is still a problem in 2025. $200 every year for this software and it can't import a 1099-b.

the6thbook

Also try a time the turbotax is less busy such as 6 in the morning. It seems like it saves better then.