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Knowledgebase : 11 Preferences - Report Setup, Wash Sales and Properties
     
Regarding: Short Sell Trade Dates in Tax Report Keywords: short sell, buy to cover, buy, sell date acquired, date sold Question: ================================================================ When I pair a short sale with a buy to cover in th...
Regarding: Wash Sales and Fills vs Lots, also see Original Lots from Fills Question: ================================================================ When I turn wash sales on my, Schedule D explodes from 72 pages to 1077 pages. I do not underst...
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 Scree...
Regarding: Wash Sales, Short Positions and General Concepts Wash Sales for short positions is likely the most complex wash sale case. We added date preferences because there was not a single hard and fast rule and experts seems to disagree. For som...
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