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Re: DD_dempsey post# 16762

Friday, 12/28/2018 12:36:13 PM

Friday, December 28, 2018 12:36:13 PM

Post# of 29745
Tax loss selling available through Monday, 12/31. Trade date is date of sale for tax purposes.

1973 Time of Sale for Publicly Traded Securities A cash or accrual method taxpayer other than a dealer who sells stock or securities traded on an established securities market must recognize gains and losses on the trade date rather than the settlement date (Rev. Rule 93-84). The holding period for the stock or securities is also measured by using the trade date as the date sold.