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Just saw this...New Exclusion of up to $10,200 of Unemployment Compensationhttps://www.irs.gov/faqs/irs-procedures/forms-publications/new-exclusion-of-up-to-102...
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I guess it's "solved" for now... we'll have to ask again tomorrow.😁
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Leaving it up to the client to make the decision to file now or hold. Most are saying they will wait a few weeks to avoid amending later.
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But if you have a disallowed wash sale loss, it won't let you use the 'M' code... so I'm not sure what to about the 'Date Sold'...? Under 'Date Acquired' it wil...
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Thank you for the clarification.
