What if I have expired options?
Purchased Options
Menu Path: Income > Common Income > Investments and Savings (1099-INT/DIV/B/DA)
If you purchased an option that expired without being exercised, you'll need to go to the Your Investment and Savings Accounts screen and add an investment with the following:
Menu Path: Income > Common Income > Investments and Savings (1099-INT/DIV/B/DA)
If you sold (wrote or granted) an option that expired without being exercised, you'll need to go to the Your Investment and Savings Accounts screen and add an investment with the following:
Menu Path: Income > Common Income > Investments and Savings (1099-INT/DIV/B/DA)
If you purchased an option that expired without being exercised, you'll need to go to the Your Investment and Savings Accounts screen and add an investment with the following:
- Choose stock as the type of investment.
- Enter the date acquired as the purchased date of the option.
- Enter the sold or disposed date as the date the option expired.
- Enter zero as the sales proceeds.
- Enter the cost basis as the amount you paid for the option.
- On the next screen, check the box indicating the option expired.
Menu Path: Income > Common Income > Investments and Savings (1099-INT/DIV/B/DA)
If you sold (wrote or granted) an option that expired without being exercised, you'll need to go to the Your Investment and Savings Accounts screen and add an investment with the following:
- Choose stock as the type of investment.
- Enter the date acquired as the date the option expired.
- Enter the sold or disposed date as the date the option expired (same as acquired date).
- Enter the sales proceeds as the amount you received for selling the option.
- Enter zero as the cost basis.
- On the next screen, check the box indicating the option expired.
