Wash Sales When Everything Should be Closed - Powered by Kayako http://ta.helpserve.com Help Desk Software

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01 Demographic - Brokers, Type Trades, Feature Support (1) Downloads (12) 02 Install - License Keys, Trial, Discounts, Buy Now (17) 03 Accounts - Setup, Data Base Init., File Open, Data Backup (6) 04 Sync - Brokers Setup, Manual, Automatic and Logging (10) 05 Symbols - Security Types, Update, Edit, Import and Export (15) 06 Transactions - Amounts, Edit, Recalc, Import and Export (14) 07 Groups – Open Positions, FIFO, Manual and Tax Lots (4) 08 Reconciliation – Steps, Tools and Utilities (29) 09 Performance - Summary, Charts, Graphs (2) 10 Reports - Schedule D, 4797, 6781 and Wash Sales etc. (7) 11 Preferences - Report Setup, Wash Sales and Properties (4) 12 Tax Software - Export, .txf, .csv, TurboTax, TaxCut (4)

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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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