Could somebody check my "Quicken math" on this?
I buy 100 shares of ABC on 1/1/05, and sell all 100 on 3/1/05 for a $25
I then buy 10 shares of ABC @ 10 ea. on 3/15/05 (total cost: $100). I
don't sell them during 2005.
The sale on 3/1/05 is now a wash sale. So I:
- Add a $25 offsetting transaction to my Schedule D spreadsheet
- Change the "Buy" on 3/15 into an "AddShares/ShrsIn" so I can set the lot
date to 1/1/05
- Add a MiscExp transaction on 3/15 for $100 since I did really buy the
- Add a RtrnCap transaction on 3/15 for $25 to offset the loss
Is that right? Is that the best way to do this?
- posted 13 years ago