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Get your taxes done using TurboTax
See my prior replies on this, just net it against the assets in your brokerage account. It is a reduction of overall portfolio value.
On your 2nd question, trades pending settlement are not yet reflected in your year end statement. You want to use the actual asset values from the statement, not pending trades. You'll pick those up next year.
March 14, 2023
8:40 AM