I am updating some stock sales downloaded from my financial information. I've updated everything including dates acquired, sales date, cost basis and proceeds and transaction type but in the summary the Gain/Loss is not calculated correctly. Here is an example:
Sales type RSU
Proceeds: $4584
Cost Basis: $4563
Gain/Loss: $657 gain
This has happened for a couple of transactions and in others it is fine. Please help me understand what is going on and how to fix it. Also would like to find the correct form where this is listed.
Thank you.
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Was able to continue digging and finding the Capital Assets Worksheet and see that this was a Disallowed Wash Sale.
The issue is resolved but wish they made it easier to see these details.
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