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    Sales Date Schedule D

    N411BC
    Level 3

    What sales date do you use on Schedule D if you are attaching a 1099-B as a PDF with adjustment code M (multiple transactions)

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    3 Comments 3
    N411BC
    Level 3

    Answered my own question.  That is what Code M does

    TheShyTaxLady
    Level 2

    But if you have a disallowed wash sale loss, it won't let you use the 'M' code... so I'm not sure what to about the 'Date Sold'...? Under 'Date Acquired' it will accept 'Various' but not under 'Date Sold'.

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    sjrcpa
    Level 15

    People are using 12/31/20 or some other date of their choosing.


    The more I know the more I don’t know.
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