George4Tacks
Level 15
09-14-2022
09:27 PM
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So you are saying that you may need to adjust the Wash Sales because Fidelity may not have kept the books well. Do you really want to take responsibility for adjusting what a major financial brokerage gives as a full account of all the trades? Are you going to look into a sale of a mutual fund in November that gets a dividend in December that reinvests and creates a wash sale?
I know I don't charge nearly enough to try to take on that job.
Just sayin!
Answers are easy. Questions are hard!