Retirement tax questions

as an active investor, look up "aggregation" by sales category, particularly "Exception for  Category A" .

If you are a professional Trader, you can't aggregate and have to itemize everything.

Brokers don't exchange stock trade info so if you have several brokers and are trading the same stock with two brokers  you have to do your own wash sale tracking and reporting. For this reason, don't do that.

On the other hand if you are a professional trader, there is no wash sale rule.

 

Being an active investor doesn't qualify you for Professional Trader status.