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Investors & landlords
The date acquired of a short sale is the date you closed the short sale. A short sale is closed when you go to the market and acquire securities to replace the borrowed ones. The date of sale/disposal is the same date if you closed at a profit.
@fanfare provides additional details below:
- For stocks, the disposal date is two business days later (settlement) if you closed at a loss.
- Note: Date Acquired and Date Disposed of refer to Columns (b) and (c) on Form 8949 that you will report to the IRS.
- Your trade date is the date you closed the trade and goes in (b).
- Settlement date must be calculated taking into account weekends and market holidays.
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‎February 15, 2022
9:33 AM