GeorgeM777
Expert Alumni

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.  

 

@PN10

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