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Investors & landlords
Thanks for your experience with this. After you said this, I reread the Schedule D info about 1a/8a and understand. My estimation before about the mismatch, after some spreadsheet work, is MUCH less different, not because of the wash sales, but due to "pilot error", although Fidelity may have reported some numbers that were a couple of dollars off of what they sent to me in my 1099-B data. There were discrepancies in the 1099-B proceeds number vs what was reported in the TT Schedule D, and the wash sale item, which affects the Gain/loss number was exactly correct. Go figure.
Thanks again for being a Champ!
Ed
March 2, 2023
9:06 PM