Skip to main content
Message Font: Serif | Sans-Serif
 
No. of Recommendations: 0
Accidently triggered a small wash sale because of a dividend reinvestment.

The Consolidated 1099 is accurate but unclear.

All shares were sold in August. After chasing the details. The disallowed wash sale amount was added to the remaining partial share that was removed as cash in lieu of fractional share. The totals on the 1099 still shows a disallowed wash sale amount even though the disallowed amount was allocated to the liquidated partial share.
Print the post Back To Top
No. of Recommendations: 0
Broker?
Print the post Back To Top
No. of Recommendations: 0
Fidelity
Print the post Back To Top