I don't think there's any way to combine the two if you use the RSU step by step interview.
The good thing is that there's really no "income tax reporting" need to use the RSU step by step process. About the only justification for using that interview is
So here's what to do. Assuming you got through the RSU step by step successfully you know the basis of the stock you sold. Write that down.
Delete the trade.
Enter it again on the default "1099-B" entry form just exactly like it reads on the 1099-B, wrong basis (I'm guessing) and all. Click on the "I'll enter additional info on my own" blue button. On the next page enter the correct basis in the "Corrected cost basis" box. Enter the wash sale loss in the wash sale box.
You are done.
Tom Young
You have a wash sale loss included on your Form 1099-B? You used the RSU step by step interview process?
I don't think there's any way to combine the two if you use the RSU step by step interview.
The good thing is that there's really no "income tax reporting" need to use the RSU step by step process. About the only justification for using that interview is
So here's what to do. Assuming you got through the RSU step by step successfully you know the basis of the stock you sold. Write that down.
Delete the trade.
Enter it again on the default "1099-B" entry form just exactly like it reads on the 1099-B, wrong basis (I'm guessing) and all. Click on the "I'll enter additional info on my own" blue button. On the next page enter the correct basis in the "Corrected cost basis" box. Enter the wash sale loss in the wash sale box.
You are done.
Tom Young