Question

Expired Written (short) stock options imported with errors and I cannot correct them

Forum|Forum|2 years ago
March 12, 2024
1 reply
0 views

Turbotax 2023 desktop premier (for Mac) did not import my written (short) call options correctly. The imported as stocks, the description was messed up. When I go to correct, and select "Options" and "Expired", there is no box for proceeds. I never had any issues in prior years using Turbo Tax desktop.

Is there an issue with the import function regarding options?

Why don't I see a "Proceeds" box when "Expired" (rather than sold) is selected?

fanfare

In the past TurboTax always had problems with "Expired". i.e. it didn't work.

I guess that is still true.

@GES3

fanfare

For ~~traders~~ active investors, the best approach is to use aggregation aka enter a summary.

--
Detail Reporting Exception: if you summarize Category A or Category D, Form 8949 is not needed for transactions without adjustments. No mailing is necessary. No attachment is necessary.

@GES3