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Investors & landlords
I switched my brokerage account to be managed by a financial advisor this year. They buy and sell frequently. I imported the info from Morgan Stanley. The statement wasn't issued until March 7, so it includes 5 sales that happened in January of 2025. When I ran a Smart Check, Turbo Tax flagged the 5 entries. Someone else here in the Community said if they are "wash" sales, they need to be included. They were marked as wash sales. So I'm not sure what to do with those entries.
March 12, 2025
5:59 AM