Last year, I read this article about position reporting for end of year taxes.
https://tastyworks.freshdesk.com/support/solutions/articles/43000550645-position-reporting-for-end-o...
I made sure not to short any stock or ETF and I shorted stock options instead. I closed the position on Dec 31, which is what the website confirmed would be on last years taxes, however, when I got my brokers 1099, I was surprised to see a total gain that did not make sense.
They did not include that short option position, which drastically changed my total gain/loss for the year. I emailed them 3 times, but they insist on telling me that closing short option positions are based on the settlement date rather than the trade date.
How can I fix this issue on my 1099, or if that's not possible, what can I send to the IRS as an explanation for my gain that I will report vs. my stated 1099 gain which is not accurate? Are there any forms I can fill out to clarify the mistake as well? Thanks.
