JohnB5677
Employee Tax Expert

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If you had a wash sale transaction that occurred between two brokers I suggest you be cautious. 

 

If the original sale of shares was not posted as a Wash Sale and you sold the second transaction before the end of the year you don't have to do anything.  It will net to the same number.

 

If the original sale of shares was posted as a Wash Sale  you will have to confirm that the newly purchased lot includes the loss from the Wash Sale.

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