Investors & landlords

I don't think there is any software professional or otherwise, that can handle cross-broker wash sales. it becomes a manual task that you'll have to do. the wash sales rules only apply when substantially identical securities are involved. 

 How do I know if a security is “substantially identical”?
Unfortunately, the IRS does not provide specific guidance on how to know whether a particular security is “substantially identical” to another. Therefore, investors must rely on their own judgment and the advice of professionals. In some cases, the answer can be obvious: selling shares in one company and then buying that same company’s shares within 30 days of the sale would naturally violate the Wash-Sale Rule. On the other hand, other transactions can be less clear, such as when the investor buys and sells different classes of stock from the same issuing corporation, or when they sell common shares but repurchase preferred shares.

 

 

see this link for additional information on when option activity can create wash sales.

https://fairmark.com/investment-taxation/capital-gain/wash/wash-sales-and-options/