I'm looking at cap gains forms from a reputable brokerage, with seemingly random
and false claims of wash sales disallowed. Say I buy 10 shares of x and sell it
2 weeks later at a loss and never buy it again... that doesn't comprise a wash
sale, does it?
If not, might I guess the problem is the way they shattered my single 10 share
transaction request in both the buy and sell? Say they bought it as 3 and 7
shares at slightly different prices the same day. Then they sold as 6 and 4
shares 2 weeks later. Might they have problems matching this up, and assume my
buy 2 weeks earlier of at least 1 mismatching share was a wash according to the
strange 30 day lookahead+lookbehind approach?
Then do I just tell my tax software to somehow ignore the wash? Even if they
treated it as wash, wouldn't the basis adjustment make a weird loop? The only
other thing I can think of is I very rarely rebought stocks in an ira after
selling in regular account. Oh, the other very rare event is my one transaction
could straddle 2 days due to a limit order taking 2 days for partial fills.
- posted 7 years ago