I purchased a stock in 2022 and on December 31, 2022 I had a realized gain showing on my Captial Gains/Losses statement of $8,837.49 for sales in 2022 for this stock. were any of these sales at a loss and sold on or after 12/7/2022? then the 1/6/2023 purchase would trigger the wash sale rules but only for those shares sold at a loss, but assuming all sales were at a gain in 2022 none of the shares repurchased on 1/6/2023 would trigger a wash sale for those shares
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assuming no wash sale on the 2022 shares sold then the wash sale would only be on the 968 shares you bought and sold on 1/6/2023. "I still had some shares going into 2023. On January 6, 2023 I sold the remaining shares of 968 at a price of $32.50 per share to have a realized loss of ($11,962.13). On January 6, 2023 I "repurchased" that same stock for 968 shares at a price of $30.00 per share". My brokerage firm went back into my 2022 account for this stock and adjusted the gain to $11,192.11.
this makes absolutely no sense to me. go back to the brokerage and get an explanation. the loss on a wash sale is added to the basis of the shares purchased that caused the wash sale. so there should have been no change in the 2022 gain.
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yes wash sales can cross over years. sell at a loss in December and then buy substantially identical securities within 31 days of the December sale in January you triggered a wash sale
