JohnB5677
Expert Alumni

Investors & landlords

The 1099-B is the document that the IRS will receive.  That will be the document to match to.  If the broker information is wrong you will have to correct it through them, but they are usually pretty good.

 

Did the stock transactions that you had result in a loss, and did you by that stock, or a derivative back within 30 days.  This may have resulted in a Disallowed Wash Sale Wash Sale Rule , and you would not get credit for the loss until you sell the newly purchased investment.

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