- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
The summary I was thinking of would have 3 components: (1) the sum of all the short-term trades that did not have wash sale components, (2) each of the short-term trades individually that had wash sale components and (3) the sum of all the long-term trades. This should match up with the summary information that was originally filed with TT. Should be a lot less than 500 pages. If the broker gives you the information in something that can be imported into a spreadsheet, that should not be a huge task - the wash sale trades should be marked with a code. If it is only in pdf format, sometimes that converts to a spreadsheet in a workable fashion.
March 27, 2023
6:57 AM