Stumpedagain
Level 3
12-07-2019
04:21 AM
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There is over $5K in wash sale adjustments, so I will just upload a PDF of the whole 1099B. Thankfully, no puts and calls. I have advised client this is a fast path to losing it all. They just sold their business for $500K to retire and put $400K with Wells Fargo to generate 75 pages of short term trading. They are in their 60s and this is the bulk of their wealth. I may be wrong, but not smart.....