Thank you so much for taking the time to answer. Although I love your approach, I would be much happier if just writing "12/31/XX" was declared "what you should do" by someone of substantial authority that we could hang our hat on. I don't want to have some IRS robot search to try to match the dates and get some automated letter later stating that all the wash sales are missing. Absent any affirmative response from Intuit, I think I'm inclined to agree and will most likely proceed in this way moving forward.