Versions Compared

Old Version 1

changes.mady.by.user Copy Page Tree

Saved on

compared with

New Version 2

changes.mady.by.user Nancy Cohn

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

You must set up the entity accounting basis to allow wash sale processing before you can process trades for those entities. For each accounting basis that is eligible for wash sale processing, set the Wash Sale Inhibit Indicator field (tag 775) to No. This field is available in the AddCreate/Change Edit Entity panel, the Create Master Fund Setup panel, the Change Edit Master Fund/Sector Entity panel, and the Add a Basis to a Portfolio panel.

...