I'm doing a friend's taxes and she had RSUs this year. I got the 1099-B from Fidelity that included the supplemental information schedule. This is the screenshot below. On the supplemental schedule on the 3rd row (in the red box) there is a sale of 12 shares (these were shares sold to pay taxes on an RSU vesting). The acquisition date is 6/25/21 instead of the actual acquisition date of 9/1/22 (Fidelity says that a wash sale triggered these RSU tax shares to actually be sold from a lot received in 2021. The wash sale transactions are in the purple box and are a sale of Wayfair stock that was acquired in 2021 so they are NOT part of the 2022 RSU transactions.) The proceeds ($601.37) and ordinary income ($612.60) amounts are correct. The cost basis ($3,557.70) could be correct since it's based on Wayfair stock acquired in 2021when the price was high but I can't confirm that the cost basis is accurate. Fidelity also calculated a wash sale disallowed of $2,956.33 and a loss on the sale of $2,956.33 (loss wiped out by the wash sale).
I used the supplemental schedule to enter all the Wayfair stock sales (see the screenshot below) and much to my surprise when I entered the information for the sale of 12 shares (see the row in the red box below), instead of getting no gain or loss, I'm getting a gain of $2,944.00 according to TurboTax. I am not a wash sale expert by any means but I'm assuming the gain has something to do with the disallowed wash sale. Can someone explain how this would have a gain of almost $3,000.00?
Thanks for your help and guidance.
