Thank you. Yes, this confirms what I have read - there is only a penalty for the excess contribution.It seems to me that this is "not right" since it's not the ...
Thank you very much. You said: "The detail would include the sales date, the gross proceeds, the cost basis which you assigned to those proceeds and some declar...
Hello - thank you. Let me ask another way: Assuming my broker's 1099-B information is accurate and I have disallowed wash sales, do the screenshots above reflec...
Thank you for the response. Do you have any advice for how to find a tax attorney who would specialize in this area. I was advised to ask a tax attorney, not ju...
