Sold below shares at loss
Long term: 200 shares at loss of $1000
Short term: 190 shares at loss of $13000
Within 30 days, RSU and ESPP purchase happened in another account on same day.
RSU = 300 stocks
ESPP = 200 stocks
Now, for the 390 shares where I have incurred loss of $14000:
- Where should I report this Wash Sale?
- 1099B doesn't indicate it since it happened across different accounts? So, should I manually edit these two entries in Turbotax and enter loss in 1-g?
- If I manually update 1099B, do I need to tell IRS? If yes, how?
Assuming I figure out reporting of this Wash Sale, when it comes to selling the ESPP and RSU stocks, I would have to update the "Cost Basis" to account the loss which I couldn't report this year. Now the question is - which 390 stocks I would have to select from 300 RSU stocks and 200 ESPP stocks? Is it the first 390 stocks? I am guessing even in this case, I would be updating the 1099B except in this case, I would be modifying the "Cost Basis" and maybe the "Purchase Date"? At that time also, how would I let IRS know that this manual change is because of Wash Sale happened in 2022?
