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Deductions & credits
Date Sold must be on or after Date Acquired.
In order to close a short you must go to the market and acquire some securities.
Per IRS reporting instructions, the acquired date is the date you closed the short sale.
For Stocks, the disposed date is two business days later (settlement).
Options settle in one day.
When your trade shows a gain, Date Disposed is the same as Date Acquired.
Option write, expires:
Since you are short, the Date Acquired shows the date of expiration.
‎July 11, 2023
7:59 PM