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March 2, 2025
Question

What do I enter if my 1099-B from Charles Schwab lists the acquired date as "Various"

  • March 2, 2025
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    March 2, 2025

    If your 1099-B from Charles Schwab lists "Various" as the acquisition dates for short-term and long-term transactions, here's how to handle it:

     

    Be sure to log into TurboTax for link in step 1 to work, and follow these steps: 

    1. TurboTax Online/Mobile: Go to 1099-B.
    2. For date acquired -  Click on Something other than a date Learn more - and select various from the drop down menu
    3. Continue through the questions

    [Edited 03/02/2025|7:13 am, PST] @Brylu0907