@AmyC ,
Yes, I totally understand that example and how the wash sale works; I am having trouble applying it to my specific situation due to the complication on multiple trades. So, if you can help my apply the example to my exact situation, that would help tremendously - thank you for your patient! 😊
This is the info for my situation, if you could run the process with these details, it would rid of any confusion:
Sold 2 XYZ on 12/16/22 (however, different loss amounts, different lots 8/19/22 & 11/16/22)
*** I know buy date is irrelevant for determining IF its a wash, but it has to be considered since they were different lots with different loss amounts, correct?
Bought 1 XYZ on 11/16/22 - sold it on 1/30/23 (at loss)
Bought 1 XYZ on 12/5/22 - sold it on 12/23/22 (at loss)
Anyway, if you could just stop through my situation, the above one, that would be helpful - seems more complicated then the example.
Regardless, this is the last I will bother you with it - thanks again!
M. Dillon Smith
