Skip to main content
jbdaigle1102
Level 3
March 4, 2022
Question

wash sale loss disallowed

  • March 4, 2022
  • 2 replies
  • 7 views

Client has wash sale loss disallowed - says this information is incorrect and cannot seem to get a corrected 1099 b  -  his detailing does show that he did purchase and sell in a period longer than 30 days- longer than 60 in most   - any advice on making corrections to report this information  on the tax return???

should I add the wash sale loss disallowed back into the basis?  Any helpful advice appreciated.

This topic has been closed for replies.

2 replies

rbynaker
Level 13
March 4, 2022

I find it very hard to believe that a broker would get this wrong.  Can you do a 3-way call with client/broker and have the broker tell you and the client when the security was repurchased in the wash sale window?

Just-Lisa-Now-
Intuit Community Champion
March 4, 2022

"Client has wash sale loss disallowed - says this information is incorrect and cannot seem to get a corrected 1099 b "

WHAT says?  The client says, or the program is giving the message?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
jbdaigle1102
Level 3
March 4, 2022

the client says the information is incorrect.