Thean,
For tax purposes, if you do a rollover and you take a ST loss on the Oct series, and then you make a ST gain (ie, you don't get put on the NOV series), then you just do 2 line items in the ST section of the schedule D, one showing a gain and one showing a loss.
I don't think the wash sale rule applies, however I am reluctant to give tax advice on this option stuff, as it is so complicated. I get help on this from my "tax professional", since Quicken doesn't have a clue how to consider wash sale.
You may get some help from this (although it's probably as dry as your PhD texts <g>):
irs.ustreas.gov
Has anyone rolled options here? How have you dealt with them on the Schedule D?
Here's some data for tomorrow earnings reporters:
Before: AKLM, BBOX,IDTC,KLAC,NETG,NMSS,SPNW,TDS,UIS,
During: AERL
After: ALLR,BBSW,BRCM,CCRD,CREE,DCLK,DS,DSS,FILE,HDD,HELX,HON,IDTI,
IOM,IRF,MAKR,MCHP,MERQ,MMCN,ODIS,PAIR,PMCS,PWAV,RMBS,RSAS,SCH,SDS,
SILK,SPLH,SRCH,SUNW,VNWK,VRTS |
