I think I follow you. But I realize that I summarized the RSU case incorrectly, and I'm not sure that it was a wash sale. Please consider.
The ISO same-day sale actually occurred 4 days before the RSU release/sell-to-cover with the ST loss of $1000. Since the ISO event was same-day, I didn't hold any of those shares when the RSU event occurred. So the ISO event couldn't have caused the RSU event to be a wash sale, correct? Or is it a wash sale and the loss is reported with the ISO same-day sale?
And just to make sure I understand correctly, if the ISO same-day sale had occurred 4 days after the RSU event rather than before, it technically would have triggered a wash sale, so the wash loss is reported with the ISO same-day sale, correct?
By the way, the ISO same-day sale wasn't involved in any other wash sales, so thankfully it didn't get more complicated:)
@Mike9241 @fanfare
