I was able to import all of the transactions, but it appears that I need to change the basis on a few in order to account for some of the wash sales that could be used after 31 days. Some of the transactions should be able to use some of the basis affected by the wash sales. I though PTO would have calculated this but it doesn't seem to. Maybe there is something I need to mark to ensure it happens?
Everything matches the 1099-B.
Any ideas?
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!
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