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Question

Massachusetts requires acquisition dates

Forum|Forum|1 year ago
March 5, 2025
1 reply
0 views

I live in Massachusetts. I have an account through a national brokerage that includes bond funds. These bond funds deal in mortgage-backed securities. I have a 1099 with hundreds and hundreds of sales last year in this account with no acquisition date (there is no federal reporting req't to report acquisition date for these types of securities.)

My TurboTax State version is bringing these up one at a time and insisting on acquisition dates, which I do not have.

How can I ignore/bypass these in trying to do my review? Help!

You need to enter a date. Any date after 2003 works great. If it was held long term, pick any date that allows that 1 year calculation and enter it. Keep your 1099-B records so you can show best effort without information.

Reference: Personal Income Tax Description

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According to your 1099-B document, what is the Form 8949 Box category specified to be marked for these hundreds and hundreds of transactions?

I have transaction reported in multiple categories. Depending on the category, Boxes A, B, D and E need to be checked.