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Investors & landlords
crossover wash sales - maybe. wash sales can convert short-term items to long-term because holding periods tack on from the shares sold to the shares acquired that caused the wash sale. the other issue is if you transfer securities from one broker to another they are using the proper tax basis. sometimes they will use the value on the date of the transfer as the tax basis which would be wrong in about 100% of those cases.
‎February 18, 2023
5:55 PM