- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
Hi JohnB5677 or other experts:
I would like to follow up on your response on wash sale with a hypothetical example.
If one bought a total of 500 shares of stock A in the first brokerage account at different times between Jan 2022 and October 2022, and bought a total of 75 shares of stock A in the second brokerage account on Nov 1, 2022. She sold all 500 shares of stock A in the first brokerage account at a loss on Dec 1, 2022.
How does she match the wash sale shares across the 2 brokerage accounts? Are the very first 75 shares of stock A bought in the first brokerage account subject to wash sale rule and one cannot claim loss for these shares?
Thanks.
‎December 29, 2022
6:59 PM