My worksheet for Form 8949 has "various" in the Date Acquired column. How do I get the dates?

To get the actual dates that your worksheet for Form 8949 has listed as "various" in the Date Acquired column, you will need to review your Activity Statement. To get a statement:

  1. Log in to Client Portal.
  2. Click on Performance & Reports followed by Statements.
  3. In the Default Statements panel, select Activity.
  4. Select Period, Date, Format and Language.
  5. Click RUN.

Additional Information

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