Quick background on my situation — any input appreciated.
day trader wash sale confusion. I've been dealing with this for about 16 months now and the situation isn't improving.
I have already tried to resolve this directly but got conflicting advice.
Should I hire a lawyer for this or try to handle it myself?
Dealt with this exact thing last year.
The thing that gets people is escalating to a supervisor/manager. I'd recommend following the formal complaint procedure instead.
Have you tried reaching out to your state's attorney general? They sometimes have free resources or mediation services.
Have you tried reaching out to your state's consumer protection office? They sometimes have free resources or mediation services.
Just want to point out — the statute of limitations might be a factor here. In some states it's as short as 1-2 years. Don't sit on this too long.
Not a lawyer, but I have direct experience with this.
The thing that gets people is filing with the appropriate government agency. I'd recommend gathering evidence first instead.
I just went through an IRS audit for my small business. The auditor was actually pretty reasonable. Have your records organized, answer only what's asked, and don't volunteer extra information.