- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
@jigo The general rule for wash sales would be to treat the repurchase as 3 different lots, each one adding back the holding period for the lots they replaced: so the first 22 units replace the 6/20 units and pick up the days from 6/20 to 11/22, the next 22...., etc. Here's a useful primer on "Matching Rules": https://fairmark.com/investment-taxation/capital-gain/wash/wash-sale-matching-rules/
**Say "Thanks" by clicking the thumb icon in a post
**Note also, I'm not a Tax Preparer/CPA. Just a volunteer, seasoned, TurboTax user.
Use any advice accordingly!
**Note also, I'm not a Tax Preparer/CPA. Just a volunteer, seasoned, TurboTax user.
Use any advice accordingly!
March 20, 2023
8:48 PM