Can a purchase of fund shares during the first 30 days of January 2010 create a wash sale that will affect 2009 cost basis reporting?
A. Yes. Some or all of a loss realized on fund shares sold during the last 30 days of 2009 could be subject to the wash sale deferral rules if shares in the same fund are repurchased during the first 30 days of January 2010. If that occurs, a “revised” Average Cost Accounting Statement will be mailed to you in 2010.
Related Questions
- What new functionality will be available with the new Employee Stock Purchase application with respect to the sale of ESPP shares after the reclassification?
- Can a purchase of fund shares during the first 30 days of January 2010 create a wash sale that will affect 2009 cost basis reporting?
- Can a purchase of fund shares during the first 30 days of January 2011 create a wash sale that will affect 2010 cost basis reporting?
