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Get your taxes done using TurboTax
If we say the purchase 2 years ago is Lot 1, and the one 2 weeks ago is lot 2.
When you sold Lot 1 at a loss it triggered the possibility of a wash sale. If lot 2 was purchased within 30 days before or after the sale of lot 1 you do have a wash sale and no loss can be taken, but it will be added to the basis of lot 2. When you sell Lot 2 the profit or loss will be evaluated based on the new cost basis.
Additionally, shares at different brokers are considered in total for tax purposes (wash sales). You cannot take a loss in one account and then replace them with substantially identical security in another account (within the 30-day window before or after the loss date).
The IRS considers First In First Out. If you sold Lot 2 it would be considered as if you were selling Lot 1 for tax purposes.
This all causes mental gymnastics, and when possible should be avoided.
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