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Get your taxes done using TurboTax
Your broker is required to track and report wash sales to you and the IRS for securities subject to wash sale rule.
That includes mutual funds.
Then IRS requires you to report transactions with adjustment in detail on your own tax return.
That includes wash sales.
Strangely, the 61 shares with a different basis are not shown as having an adjustment.
Your understanding in (b) is correct.
‎October 20, 2023
10:59 AM