Tag Archive: Wash Sales

Don't get soaked by a wash sale

Written by September 26, 2013

If you’re planning to adjust your investment portfolio by selling some losing stocks at year-end, take a minute to review the wash sale rules. A wash sale occurs when you sell a stock, bond, or mutual fund and buy the same or a substantially identical security within 30 days before or after the sale. When this happens, you’re barred from...

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Beware of the Wash Sale Rules

Written by November 9, 2012

If you sell a security before the end of 2012 to take advantage of a capital loss, be aware of the wash sale rules. To make sure the loss is deductible, refrain from buying the same security or a substantially identical security during the 61-day period that begins 30 days before you sell and ends 30 days after.

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