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Showing content with the highest reputation on 09/03/2021 in all areas

  1. 1 point
    rasar
    (Disclaimer - I'm not a tax expert) I'd be careful with that statement. I'm fairly certain that wash sales do apply across *all* accounts. In other words, all transactions are recorded, and then processed to figure out wash sales. From Investopedia: If a security is sold in a non-retirement account at a loss, then an identical investment is bought in an IRA, the result is a wash sale. In any case, I think this topic should probably be moved to the tax-related thread (which I can't seem to locate now 😐. Maybe @Kim knows where it went.)
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