ajp
Level 5
02-27-2023
05:23 PM
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Is it possible to import a 1099-B Brokerage statement from Charles Schwab? If so, can you point me to directions?
Client started day trading -- we now have a 1400+ page document with a full 1/2 being the brokerage statement. Lots and Lots of wash sale disallowed. I ~really~ don't want to enter in all the adjusted transactions manually.
Also, has anyone heard of Mark to Market? He seems to think this election will help him out of the tax that will be due because of all the wash sale disallowed losses. I read on it briefly, and I am failing to see how it would help with this. I would love more information.
Thank you,
Amy
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