this is my first question on this portal. Any help will be appreciated.
Here is my question. I have a Fidelity brokerage account. In year 2020, I had a few sell transactions on April 6 (200 shares), April 7(200 shares) and April 22 (200 shares). I had a buy on April 21 (200 shares). This April 21 transaction triggered wash sale for those transactions on April 6 and April 7 as well as April 22. I looked at the shares sold on April 22, I actually specified the shares to be those purchased from April 21, but in the Supplemental Stock Plan Lot Detail, those sold on April 22 had some short term transactions which have date of acquisition listed from dates I never made any purchase; ans some long term transactions also have data of acquisition listed from dates I didn't make any purchase. All those 178 shares with weird acquisition dates carried some amount of Wash Sale Loss Disallowed and the same loss amount listed under Adjusted Gain/Loss column. Out of the 200 shares sold on April 22, only 22 shares listed Date of Acquisition on April 21. And these 22 share had $0 Wash Sale Disallowed, but showed some gain under the Adjusted Gain/Loss column. I added all the 200 shares' Adjusted Cost or Other Basis(z), the total Cost shows higher than the purchase price I paid on April 21. But the amount higher is less than the wash sale loss on April 6 or on April 7. I thought for wash sale, if I have a loss on April 6, say for $1000, I can add this $1000 for a future purchase cost basis. Can someone tell me if my wash sale loss would automatically be added by the broker? Do I need to do some additional adjustments? By the way, I used Turbotax import to get the forms from Fidelity. Thank you!
