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Get your taxes done using TurboTax
If you talk to TD Ameritrade, when it comes to options, they will tell you that the only "substantially identical" security is the option itself. That's how they report it to the IRS.
I would rely on the supplied 1099-B from the broker.
If not, every spread trade or covered-stock trade which involves options on the same underlying stock would be a wash sale transaction. That doesn't happen.
‎February 28, 2023
11:13 AM