If an investor sells shares of a large-cap mutual fund at a loss on April 1, 2025, they cannot deduct that loss if they purchase additional shares of the same or a substantially identical large-cap mutual fund on or before May 1, 2025.

Authors

• Person: Not available Organization: T. Rowe Price
  How tax loss harvesting can help improve your investment returns

Sources

• How tax loss harvesting can help improve your investment returns www.troweprice.com T. Rowe Price via serper

Referenced by nodes (1)

• wash-sale rule concept