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Question on cross-year wash sale reporting for fidelity
I have sold multiple stocks (via RSUs) with a loss in December 2024 which count as wash sales. I purchased no more stock until March 2025.
Normally fidelity will track wash sales and properly update the adjusted cost basis of a future sale to include them (as described here).
However it seems like this didn't happen for my stocks sold in December. They show as wash sales but the adjusted cost basis of the following purchase's sale is not adjusted. Is this normal? And if so will they be counted in any tax forms next year? If not, am I able to just adjust the cost basis myself?
March 22, 2025
5:52 PM