Mark
So I'm trying diligently to reconcile my FM basis to the basis carried by TD Ameritrade (and reported to IRS). I'm having problems with the wash sale feature. It works perfectly in PM . However, TD Ameritrade only applies the feature to taxable accounts whereas I think FM applies it to all accounts (taxable and tax deferred). Is there a way to apply the feature to specific accounts rather than enabling it across the board? If not can you think of any workaround I can use to get that result?
Paul K