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Investors & landlords
it should be noted that if the call is exercised then the broker adds the proceeds to the sales proceeds of the stock. so there is only one sale and one purchase on the 1099-B this can convert the proceeds from the short sale of the option to long-term if the stock is held long term.
settlement date is only used on short sales where you report a loss.
see this link for reference https://www.justanswer.com/capital-gains-tax/bvhvv-when-last-date-taking-losses-stocks-stock.html#:~...
‎October 1, 2022
10:17 PM