Knowledgebase
Wash Sales When Everything Should be Closed
Posted by Henry Gage on 03 December 2009 01:05 AM
Regarding: Wash Sales

Question:
"I made several purchases throughout the year, and then sold everything on 4/11/2008 (and never bought back). TA for some reason is considering everything to be a wash."

Answer:
1. Check the Tax Report Screen, View: Wash Sale Event Summary to see what is causing the wash adjustment.

2. Check the Groups Screen to make sure there are no ungrouped trades that could retain a basis adjustment.

3. Wash Sales is across accounts. If you have test data in a practice account within TA then it will affect the calculation.


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