I would like to tax loss harvest a fund. I bought 3 separate lots on Oct 3 2024 (2) and Oct 4 (1). Each of the lots has a loss, so I would like to sell all shares of the fund for harvesting.
In the past I have sometimes gotten tripped up selling multiple lots; this time, I want to be sure that anytime after 30 days of the last purchase (Oct 4), I would not incur a wash sale. So, if I sell after about November 6 I should be able to use all the losses to offset other gains. Right?
In the past I have sometimes gotten tripped up selling multiple lots; this time, I want to be sure that anytime after 30 days of the last purchase (Oct 4), I would not incur a wash sale. So, if I sell after about November 6 I should be able to use all the losses to offset other gains. Right?
Statistics: Posted by PSM — Sun Nov 03, 2024 6:49 am — Replies 3 — Views 78