Wealthfront may lack visibility to wash sales that occur as a result of external or unlinked accounts and may not be able to provide notice of such wash sales before the client receives IRS Form 1099.

Authors

• Person: Not available Organization: Wealthfront
  Wealthfront Tax-Loss Harvesting - Methodology

Sources

• Wealthfront Tax-Loss Harvesting - Methodology research.wealthfront.com Wealthfront via serper

Referenced by nodes (1)

• Wealthfront entity