I believe your issue is lots. Lot sizes can vary, usually 100 shares for an option. You will need to match up your shares, like my example.
You asked about similarity earlier. The tax regulations say that if two different stocks are linked together in such a way that any change in the price of one will be reflected in the price of another, they're likely to be treated as substantially identical securities for purposes of the wash sale rule. Which is why I said corn is corn. The price affects all of your investment.
I can pretend each lot is typical 100 shares but I don't believe so based on your comments.
So, 2 lots sold 12/16. For clarity:
- 8/19 purchase becomes a wash since you bought more of the stock on 11/16, within 30 days of selling. Add this sale to that one.
- The 11/16 becomes a wash since you bought more 12/5, within 30 days of selling. Add this to the 12/5 purchase.
Sold 1/30/23 - more than 30 days after last purchase or sale, if another purchase does not occur during 30 days either side, you will have a gain or loss on your return
Sold 12/23 - wash sale since not more than 30 days from last purchase, 12/5
No bother, just trying to get on the same page! I hope this has helped.
Maybe directions and information straight from the IRS, please go to Pub 550 and read through the wash sales. You can do control F and search for wash. In addition, you have crossed years within the 30 day rule.
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