The IRS wash-sale rule prohibits an investor from claiming a loss if they purchase the same investment or any investment the IRS considers 'substantially identical' within 30 days before or after selling the original investment at a loss.

Authors

• Person: Not available Organization: Natixis Investment Managers
  Tax loss harvesting: What it is and how to explain it to clients
• Person: Not available Organization: Vanguard
  Tax-loss harvesting explained | Vanguard
• Person: Not available Organization: True Wealth Design
  Tax Loss Harvesting Rules: What High-Income Investors Need To ...
• Person: Not available Organization: T. Rowe Price
  How tax loss harvesting can help improve your investment returns
• Person: Not available Organization: Citi
  How to Help Reduce Your Taxes Using Tax-Loss Harvesting

Sources

• Tax loss harvesting: What it is and how to explain it to clients www.im.natixis.com Natixis Investment Managers via serper
• Tax-loss harvesting explained | Vanguard investor.vanguard.com Vanguard via serper
• Tax Loss Harvesting Rules: What High-Income Investors Need To ... www.truewealthdesign.com True Wealth Design via serper
• How tax loss harvesting can help improve your investment returns www.troweprice.com T. Rowe Price via serper
• How to Help Reduce Your Taxes Using Tax-Loss Harvesting marketinsights.citi.com Citi via serper

Referenced by nodes (1)

• wash-sale rule concept