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posted Mar 19, 2023 8:57:13 AM

Where to report 1G wash sale? i dont see code in "i need to adjust my total cost basis". do i add value in "Total adjustments to gain (or loss)"?

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2 Replies
Level 15
Mar 19, 2023 9:13:22 AM

Are you making a summary entry? If so, yes, enter the disallowed wash sale amount in "Total adjustments to gain or (loss)." In the box for adjustment codes enter the code W for a wash sale.

 

Expert Alumni
Mar 19, 2023 9:24:51 AM

How do I enter a wash sale on my 2022 return?

You do not adjust the cost basis from the 1099-B.  

  • The Wash Sale is the reporting of a transaction that hasn't been finalized.  It will not have a gain or loss reported until it is completely closed.

  • Your broker's software should keep track of the wash sale and make the basis adjustment as it develops.

  •  When you finally dispose of the underlying stock, and it doesn't fall within the Wash sale window, you will realize the gain, or loss based on the adjusted basis.

The wash-sale rule is an Internal Revenue Service (IRS) regulation that prevents a taxpayer from taking a tax deduction for a loss on a security sold in a wash sale. If you close the Wash Sale in 2023, the profit or loss will be based on the sale price and the adjusted Wash Sale Basis. 

What Is the Wash-Sale Rule?

 

If this does not completely answer your question, please contact us again and provide some additional details.

@ewarnke19 

Edited: 03/20/2023 9:58 AM