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05/24/2012 at 04:51PM PDT
Important Announcement! A planned system-wide upgrade will take place over the Memorial Day Weekend in the US (From Thurs, May 24, 2012 at 6 pm PDT thru Tues, May 29, 2012 at 5 am PDT). This includes QuickBooks, QuickBooks Payroll, Point of Sale, & Salesforce.com. This is only for US based products. This does not affect QuickBooks Online customers! During this time, you can shop, but can’t place orders online, activate products or update account info. We apologize for the inconvenience & thank you for patience while we improve our infrastructure to better serve you. International versions are unaffected. For more info, see our community discussion.
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04/10/10 5:52am PDT

Short Sales: How to properly report them?

I have a client with a 1099 B with 99,999 of gross proceeds that all appear to be from short sales.  He tells me that some of these were settled after the close of the tax year.  I assume this means ML needs to issue a corrected 1099.  But for those that did settle in 2009, how do I report these short sales? The purchase date is after the the sales date.

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04/10/10 9:29am PDT
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For short sales not closed by the end of the year, enter the same amount for buy and sell. When he closes them the following year, reenter them with the correct closing price to give him the correct gain or loss.

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