Anonymous
Not applicable

Get your taxes done using TurboTax

The last reinvested dividends were in 2019 so short term concerns are not an issue. 

 

How about this:  Sell only the shares that came from the old mutual fund.  If the acquisition price to the new fund back in 2017 was $29.57, then any sale price above that should not trigger a wash-sale?  Then I simply add up all the old purchase amounts to figure COA?  Am I thinking correctly here?