WASH SALE CALCULATOR |
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| Please click the refresh button on your internet browser toolbar (or press the F5 key) to clear the calculator and update to the latest version. |
| Enter your data separately for each tax lot (i.e. purchase date): |
| 1. Name of owner or account |
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| 2. Name of stock or other security |
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| 3. Number of shares |
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| 4. Date of first purchase (tax lot) |
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| 5. Cost basis (total not per share) of first purchase, including commissions & fees, adjusted for previous spinoffs, mergers, etc |
$ (no commas) |
| 6. Date of sale |
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| 7. Sales proceeds (total not per share) from sale of this tax lot |
$ (no commas) |
| 8. Date of second purchase |
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| 9. Cost of second purchase including fees & commissions (total cost not per share) before wash sale adjustment |
$ (no commas) |
| 10. Did you acquire these shares by gift, bequest, divorce settlement, or non-taxable exchange (such as a stock merger)? |
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| 11. Were "substantially identical" securities acquired by an immediate family member or in an alternate account such as an IRA within the 61-day wash sale window? |
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