On my 1099-B, a wash sale was listed. It's from an investment portfolio originally within an advisory program. However, I changed to self-directed. Then, I just left it as it is without making any trades on my own.
I just don't understand why something in the portfolio (mutual funds) would become a wash sale if I never made the trading at first place??? The only thing I have accumulated is the interest and/or dividend. Would someone explain this to me, please? Thanks
