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Author: CarlErikson Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 121592  
Subject: Reporting Changed Holding Periods on Schedule D Date: 3/18/2000 12:48 AM
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Hello,

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?

Thanks,
Carl Erikson
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Author: TMFExRO Big red star, 1000 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 32008 of 121592
Subject: Re: Reporting Changed Holding Periods on Schedul Date: 3/18/2000 2:56 AM
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<< 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? >>

The adjusted date.

TMF ExRO
Phil Marti

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