Thanks! That’s very helpful. So, in my case
So I bought and sold 4 shares in Merril with loss of $1.67 and then bought and sold 2 shares in Schwab with loss of $1.69.
so, I just manually convert first sale at Merril into a wash sale and add $1.67 manually to the cost basis of stock I bought at Schwab ?
Since, I closed out the position at Schwab and didn’t make further purchases after September of 2023, I don’t need to enter the transaction at Schwab as Wash sale and can claim it as a loss for tax purposes?
thanks!
