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If you sell an entire position (e.g. 100 shares in company X) at a short-term capital loss on Dec. 10th, and your broker reports an adjusted "disallowed wash-sale loss," can you:

a) Re-purchase the 100 shares on Feb. 25th and re-adjust (and re-allow) the loss?
  As implied on http://www.irs.gov/pub/irs-pdf/i8949.pdf, page 7.

 

b) Re-purchase the 100 shares on Jan. 25th and re-adjust (and re-allow) the loss?
  Some article implied the entire month of January is off-limits.

 

c) Do (a) or (b) if, back in December, you sold only part (e.g. 33 shares) of your position?
  (and then later re-purchased just that part.)

If you sell an entire position (e.g. 100 shares in company X) at a short-term capital loss on Dec. 10th, and your broker reports an adjusted "disallowed wash-sale loss," can you:

a) Re-purchase the 100 shares on Feb. 25th and re-adjust (and re-allow) the loss?
  As implied on http://www.irs.gov/pub/irs-pdf/i8949.pdf, page 7.

 

b) Re-purchase the 100 shares on Jan. 25th and re-adjust (and re-allow) the loss?
  Some article implied the entire month of January is off-limits.

 

c) Do (a) or (b) if, back in December, you sold only part (e.g. 33 shares) of your position?
  (and then later re-purchased just that part.)

If you sell an entire position (e.g. 100 shares in company X) at a short-term capital loss on Dec. 10th, and your broker reports an adjusted "disallowed wash-sale loss," can you:

a) Re-purchase the 100 shares on Feb. 25th and re-adjust (and re-allow) the loss?
  As implied on http://www.irs.gov/pub/irs-pdf/i8949.pdf, page 7.

b) Re-purchase the 100 shares on Jan. 25th and re-adjust (and re-allow) the loss?
  Some article implied the entire month of January is off-limits.

c) Do (a) or (b) if, back in December, you sold only part (e.g. 33 shares) of your position?
  (and then later re-purchased just that part.)

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Dheer
Dheer
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Edward Salwin
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When can you adjust for (and re-allow) a disallowed year-end (December) wash-sale loss?

If you sell an entire position (e.g. 100 shares in company X) at a short-term capital loss on Dec. 10th, and your broker reports an adjusted "disallowed wash-sale loss," can you:

a) Re-purchase the 100 shares on Feb. 25th and re-adjust (and re-allow) the loss?
  As implied on http://www.irs.gov/pub/irs-pdf/i8949.pdf, page 7.

b) Re-purchase the 100 shares on Jan. 25th and re-adjust (and re-allow) the loss?
  Some article implied the entire month of January is off-limits.

c) Do (a) or (b) if, back in December, you sold only part (e.g. 33 shares) of your position?
  (and then later re-purchased just that part.)