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Financial Planning / Tax Strategies


Subject:  Re: federal income tax questions Date:  3/3/2021  7:38 PM
Author:  ptheland Number:  132147 of 132652

The Consolidated 1099 I received from Fidelity did decrease the cost basis for the wash sale and reported the adjusted basis when those shares were sold.

It's the earlier part that causes the problem - the wash sale, not a later sale that includes the wash-adjusted basis.

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