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I know that a capital loss cant be claimed if you repurchase the asset within 30 days of the sell date.

   DATE     ACTION   SHARES   TICKER   CAP GAIN
1. Jan/01   BUY      1,000    MSFT     -
2. Jan/10   SELL     100      MSFT     ($500)

Need to wait until at least Jan/10 + 30D = Feb/10 to repurchase

But how exactly is the sell date calculated when there are multiple sales of the same security (at a loss).

   DATE     ACTION   SHARES   TICKER   CAP GAIN
1. Jan/01   BUY      1,000    MSFT     -
2. Jan/10   SELL     100      MSFT     ($500)
3. Jan/15   SELL     100      MSFT     ($500)

Need to wait until at least Feb/10? Feb/15? Something else?

What is the "proper way" to account for the bottom scenario?

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  • 2
    Does this answer your question? How does the U.S. wash sale replacement stock rule work?
    – littleadv
    Sep 3, 2023 at 19:05
  • The Canadian rule is the same as the US rule, so see the example in that answer.
    – littleadv
    Sep 3, 2023 at 19:05
  • @littleadv My question is regarding the specific date to use. I don't see an answer for that in your linked thread.
    – AlanSTACK
    Sep 3, 2023 at 19:13
  • You'll need to wait until after Feb/15 for the replacement shares of the Jan/15 transaction, and until after Feb/10 for the replacement shares of the Jan/10 transaction. Not sure what confuses you.
    – littleadv
    Sep 3, 2023 at 19:20
  • @littleadv That was the answer I was looking for. Happy to accept it if you replied with an answer (and citation).
    – AlanSTACK
    Sep 3, 2023 at 19:42

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