Could anyone know this please kindly help answer my questions? Thanks very much in advance! loss carryover was not done from 2016 for the capital loss in 2015. Since it is over 3 years, I am not expecting to claim any refund that I missed. But could I send a letter to claim loss carryover, without amending 2016-2021 tax return? What do I need to send? Do I need to send all the schedule D from 2016 to 2021? Anything else needed? I did not keep my tax return from 2016. If I have to amend all the years then it will be quite some work. I do not even know whether they would let me claim those loss carryover. Called IRS but the specific extension was closed and no representative answer these questions. would selling stocks at the cost and rebuy with 30 days causing wash sale? I mean the commission fee of selling considered as part of cost? Has anyone encountered cases that Charles Schwab wash sale/cost basis was not done correctly? Thanks again and all the best!
>> would selling stocks at the cost and rebuy with 30 days causing wash sale? I mean the commission fee of selling considered as part of cost? 一般来讲 30 天内买卖同样的股票都会 trigger washsale. 如果买卖 option 就会跟复杂一些。 yes, commission fee is part of the cost base. >> Has anyone encountered cases that Charles Schwab wash sale/cost basis was not done correctly? 不要指望 broker 什么都给你弄对。 马工写的 代码， 没有 100% 正确的。
>> would selling stocks at the cost and rebuy with 30 days causing wash sale? I mean the commission fee of selling considered as part of cost? 一般来讲 30 天内买卖同样的股票都会 trigger washsale. 如果买卖 option 就会跟复杂一些。 yes, commission fee is part of the cost base. >> Has anyone encountered cases that Charles Schwab wash sale/cost basis was not done correctly? 不要指望 broker 什么都给你弄对。 马工写的 代码， 没有 100% 正确的。 gokgs 发表于 2022-08-09 15:26
Thank you very much for the helpful information! I only buy stocks. I sold at the cost and the trade was marked as wash sale. It probably because of the commission fee you mentioned as part of the cost. There were other trades with cost basis not correct.
loss carryover was not done from 2016 for the capital loss in 2015. Since it is over 3 years, I am not expecting to claim any refund that I missed. But could I send a letter to claim loss carryover, without amending 2016-2021 tax return? What do I need to send? Do I need to send all the schedule D from 2016 to 2021? Anything else needed? I did not keep my tax return from 2016. If I have to amend all the years then it will be quite some work. I do not even know whether they would let me claim those loss carryover. Called IRS but the specific extension was closed and no representative answer these questions.
would selling stocks at the cost and rebuy with 30 days causing wash sale? I mean the commission fee of selling considered as part of cost?
Has anyone encountered cases that Charles Schwab wash sale/cost basis was not done correctly?
Thanks again and all the best!
一般来讲 30 天内买卖同样的股票都会 trigger washsale. 如果买卖 option 就会跟复杂一些。 yes, commission fee is part of the cost base.
>> Has anyone encountered cases that Charles Schwab wash sale/cost basis was not done correctly? 不要指望 broker 什么都给你弄对。 马工写的 代码， 没有 100% 正确的。
Thank you very much for the helpful information! I only buy stocks. I sold at the cost and the trade was marked as wash sale. It probably because of the commission fee you mentioned as part of the cost. There were other trades with cost basis not correct.