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Retirement tax questions
Yes, make whatever adjustments you feel are necessary. The Schwab 1099-B appears to be the more accurate between the two as it reports wash sales and resulting disallowed losses. Regarding the Fidelity 1099-B, keep the records that support whatever adjustment you make as the IRS will only receive the 1099-B issued to you. However, in the event that Fidelity issues a Supplemental 1099-B, any issue regarding wash sales may not be an issue depending on what the Supplemental Information contains; however, in the interim, keep all relevant documents.
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March 22, 2022
4:24 PM