- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Investors & landlords
call the broker. code D works to report as long-term with short-term dates but that doesn't mean this won't create a red flag for the IRS based on those dates.
my guess is that there was a wash sale somewhere along the line and when you have a wash sale the holding period for the old shares tacks on to the shares bought that cause the wash sale. I have never seen a wash sale presented how your broker did.
‎February 14, 2023
11:47 PM