Following through on my promise to update on communication with RH, in case it helps accelerate anyone else's interaction with them on similar issues. Summary of my conversation so far:
Me: I need more information to verify my 1099 Wash sales, please send a wash sale analysis report
RH: A wash sale is when ...
Me: I know. Please send more information ...
RH: We don't give tax advice ...
Me: I'm not asking for advice, just more information about my account ...
RH: Are you sure you understand what a wash sale is?
Me: I do, send more information ...
RH: We've created a document that has your full year transaction history including Wash sale labels and capital gains calculations, download ...
I still need to correlate my 1099 (did I mention they sent a corrected 1099 with significantly different Cost Basis and Proceeds totals?) with this document's wash list and with my own records to make sure that the capital gains were accounted for properly, but I now have slightly more information than I did. I'll note that this document has "Security Number" and CUSIP as separate columns, and that the options do not have a CUSIP. I'll assume that the wash matching is done on the Security Number which includes the expected symbol/expiration/strike data for the options.
Summary: if you contact RH Support about anything related to this issue, ask for the tax team to send you a full year transaction summary with Wash Sale notation and capital gains information.
Will update again once I analyze the wash details.
-William
