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Personal Investments • Taking advantage of the wash sale

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If you purchase replacement shares within the window, there's a wash sale. It does matter which money you use.

Capital losses can't offset dividends, so it looks like you've extended your annual $3k loss write-off for almost 9 more years. Unless, of course, you have unrealized gains you can trigger. (No wash sale waiting period for gains.)

Statistics: Posted by samsoes — Sat Feb 24, 2024 5:03 am — Replies 2 — Views 118



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