Anonymous
Not applicable

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There are 2 questions.

 

Mutual fund overall (some lots were at loss and some were gains) was sold at Profit so should WASH sale even tick in for distribution?

 

I always thought, if you sold at loss (which in case some lots were sold at loss) and bought same security within 30 days before or after SALE, you have to add loss to cost basis of new investment.

 

But size of lot is uneven.

there are 2000 Units/shares sold

But only 50 units/shares were reinvestment. So how much of loss will be added to cost basis of new investment/distribution which was reinvested and SOLD.