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You can submit both schedules for any quarterly or annual period for which the Statutory Wash Sales process has completed.
The Statutory Wash Sales process identifies wash sales at the client level, based on the statutory wash sales rules. You can perform the process for either an annual or quarterly period, with the selected period type determining the timeframe used to evaluate transactions.
There are several aspects to the Wash Sales process to consider, prior to generating the report. These include Wash Sales database considerations, Wash Sales processing considerations, Wash Sales sell/buy matching logic, and Wash Sales process initiation.
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