I've been trying to resolve this on my own but I'm stuck.
day trader wash sale confusion. I've been dealing with this for about 8 weeks 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?
Following this thread — Same. 100% same. Please update.
NAL, but from what I've read, you should send a written demand. Your mileage may vary depending on the specifics.
Literally had this conversation with my lawyer last month.
Here's where people usually go wrong is having everything documented. I'd recommend keeping a detailed timeline instead.
Not a lawyer, but I have direct experience with this.
Most folks screw this up by is filing with the appropriate government agency. I'd recommend gathering evidence first instead.
Have you tried reaching out to your state's attorney general? They sometimes have free resources or mediation services.