When replenishing an investment account after harvesting losses, investors must be mindful of the wash sale rule if they are purchasing the same or substantially identical securities in that account or other accounts owned by the same taxpayer.

Authors

• Person: Not available Organization: J.P. Morgan Private Bank
  Three ways to extend tax benefits of a loss harvesting strategy

Sources

• Three ways to extend tax benefits of a loss harvesting strategy privatebank.jpmorgan.com J.P. Morgan Private Bank via serper

Referenced by nodes (1)

• wash-sale rule concept