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Investors & landlords
You can adjust the cost basis of 100 shares in Box Category "A" by
using code "B" and an adjustment of 1,000 in Column (g),
the broker is supposed to track all this for you.
You should discuss with the trade desk before assuming your 1099-B is incorrect.
For what it's worth,
I don't think TD ameritrade would mark this as a wash sale.
Schwab just bought TD ameritrade.
That doesn't help you here,
March 3, 2024
6:25 AM