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REDDIT

Understanding Wash Sales in LTI Portfolio

D
Jun 25, 2026 · 18:52

Hi folks, first time poster here with a question I can't seem to figure out on my own:

I'm enrolled in a Long Term Incentive program via my employer which provides company stock distributions twice a year, with a 3-year vesting period. Recently I noticed that some of my vested units are marked as "Wash Sale", and seemingly have two acquisition dates.

For example:

\- I have 36 vested units marked as 1/11/25 under "Acquisition Date". The Unit Cost of those shares is listed as $101.5.

\- Just below that for the same units, it lists 6/15/26 with a tag of "Original Acquisition Date". It then reads, "Wash Sale Unit Cost $119.42".


Can anyone help me understand what I'm looking at here? I'm a relative novice when it comes to this subject. I typically try to wait at least one year after my units have vested before selling, so as to avoid short-term capital gains, so I'm mainly trying to understand if these units are safe to sell or not, and am confused by which date I should be going by. Thanks!