Recent content by jm0895

I think I figured out my issue and it's essentially a few things that were throwing me off and causing a lot of confusion. After going through some trades by hand and comparing them I came to these conclusions: 1.) From what I can tell 1099 summary of trade breakdowns by symbols is basically...

From where I sit my understanding is that if I closed my account and liquidated everything on Oct. 20 2021 and never traded anything in any account I would still have the same problem, although it would be smaller b/c I would be missing a few trades that are causing me problems toward the end of...

Okay, I thought I was losing my mind. I've been going crazy for the last 48 hours trying to figure out why my 1099 has this issue. I was very aware of the wash sale rule and carefully closed out any positions with losses and did not trade those (or similar) securities for 30 days. There...