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Subject:  Reporting Changed Holding Periods on Schedule D Date:  3/18/2000  12:48 AM
Author:  CarlErikson Number:  31995 of 127637


Suppose that I have a long position and the holding period of the position changes due to a wash sale or constructive sale. I sell the position and have to report it on Schedule D. The line where it says "Date Sold" should just be the date when I sold the position. What should the line where it says "Date Acquired" read? Should it list the date that I trully acquired the long position or should it be the date that the holding period was adjusted to because of the wash or constructive sale?

Carl Erikson

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