@DJG Gotcha. So in that case you will only be using exception 1 and not exception 2, which works if you don't really have that many wash sales as you can manually enter them, you won't need to mail 1099-B in this case. I think @thomaswhitmire solution can also work too. I have heard this recommendation by someone claiming they used to be IRS revenue agent (auditor), and they also suggested that do a separate adjustment line for short term and long term if you have differences for both so that they are treated correctly.
