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Get your taxes done using TurboTax
Say some but not all of your shares in the fund were SOLD in February.
The fund distributed captial gains or dividends in March that were reinvested (not uncommon).
Those reinvested BUYs trigger a Wash Sale on up to that number of your SOLD shares.
This can also happen in December.
What are the dates on the transaction detail for the shares marked "W" (wash sale) ??
If your fund distributes gains or dividends on or about those dates, that's what happened.
‎February 18, 2025
8:58 PM