Investors & landlords

@D_ONEILL 

 

I know you believe what you are saying.

The reporting is counterintuitive.

Please refer to the IRS instructions for how to report a short sale.

I myself could not interpret the document correctly for many years.

Finally, I realized what the instructions are saying.

 

I myself did not interpret the wash sale instructions correctly for many years.

I finally got it when an expert at Vanguard called me to explain my confusion.

 

After several readings, you should, finally, get it.

 

References:

 

IRS Instructions for Form 8949

 

"Column (c)—Date Sold or Disposed Of
Enter in this column the date you sold or
disposed of the property.
For a short sale, enter the date you delivered
the property to the broker or lender to
close the short sale. "

 

This would be the settlement date after acquiring the property.