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Personal Finance (Not Investing) • Wash sale shares to decrease loss on

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RE: apply the rule chronologically
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RE: If you have multiple losses from sales of the same stock, you look at the earliest sale first.

Sorry, still ambiguous for me.

There is chronologically relative to the 2 different sale dates - 21-Feb-23 and 20-Mar-23. And there is chronologically looking at both sale dates and picking the oldest shares from both these dates to offset the 1.970 dividend shares.

At the end of the day, I am only talking about a difference of a few dollars. However, I'm more interested in understand this nuance than quibbling with the IRS about the few dollar.

Thus my question.

Statistics: Posted by jdbs3 — Wed Feb 21, 2024 1:03 pm — Replies 9 — Views 529



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