The wash sale rule applies to all of an investor’s accounts, including IRAs and spousal accounts for joint filers, meaning that repurchasing a security sold for a loss within 30 days in any of these accounts can disallow the tax benefit.

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)

• wash-sale rule concept