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Re: HomerBedloe post# 203700

Wednesday, 09/06/2023 1:18:58 PM

Wednesday, September 06, 2023 1:18:58 PM

Post# of 203912
Correct. But the first thing you are asked is "number of shares held prior to the period". In 3 of my 4 accounts where the total calc'ed loss was about 28k, I came within 5 bucks of what the fund said. I had 1 account which was deemed ineligible due to no period loss? Just so happens I held shares prior to the period and then had a handful of trades from there. Don't think they apply gains from selling those shares during the period against legit fund losses, but I thought I had about $2k in qualified fund losses but they say no. Oh well...