Quantcast
Channel: Bogleheads.org
Viewing all articles
Browse latest Browse all 6337

Personal Finance (Not Investing) • How to adjust cost basis for wash sales disallowed

$
0
0
In 2022 I sold all of my company's RSU without realizing I had the option to reinvest dividends enabled. This error created a few wash sales.
Welcome! If you made all the sales in the same account, and you no longer hold any shares of the stock, the brokerage will do all the math to you. They will adjust the cost basis of shares along the way, but since you've sold all of those shares, you can recognize all of your losses.

Statistics: Posted by toddthebod — Tue Feb 27, 2024 4:33 pm — Replies 1 — Views 20



Viewing all articles
Browse latest Browse all 6337