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Four (4) 1099B were sent to me for this same brokerage account. It was ETrade and they were acquired by Morgan Stanley so they had two different systems. The last two 1099B's were corrected and the last one was sent in June.

 

In April when I filed my taxes and I used TurboTax to download the info from the brokerage, there must have been some cost basis that was not coming across correctly. Because of the download issue, I ended up entering the 1099B numbers by hand and then sent the 1099B forms that I had at the time to the IRS.

 

With this new 1099B from June, I have entered the numbers by hand. I still have to send this new 1099B to the IRS.

 

My question was for this year. I want to make things as simple as possible. I would like to be able to use the download feature in TurboTax. If on an exited position to calculate the capital gain tax we use the sell price minus the cost basis of the stock then we agree. Do you agree that I must wait 30 days to repurchase the stock in any account to avoid wash sale disallowed losses?