RealAustinNative
RealAustinNative OP t1_j2amk6o wrote
Reply to comment by DeluxeXL in Downsides to tax loss harvesting? by RealAustinNative
This would be identical holdings (VTSAX) in the old and new account for this money. If I wait 30 days do I avoid a wash sale?
RealAustinNative OP t1_j2amdkc wrote
Reply to comment by BouncyEgg in Downsides to tax loss harvesting? by RealAustinNative
I didn’t realize this applied if you were re-purchasing similar funds in a different type of account.
RealAustinNative OP t1_j2amv6h wrote
Reply to comment by wild_b_cat in Downsides to tax loss harvesting? by RealAustinNative
That’s a good point! I’m solidly mid career and not sure I will have the extra money for the IRA in 2023 if I don’t get it from the brokerage, so I guess my only concern here is the wash sale.