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Friday, September 12, 2025 2:17:25 PM
Hope that if you sold today for a small loss it was small remembering the Wash Sale Rule
A wash sale occurs if you sell a security at a loss and, within a 61-day period, you acquire a substantially identical security. This period extends 30 days before the sale and 30 days after the sale. The rule applies if you:
Buy the security back in a taxable brokerage account.
Buy the security in a tax-advantaged account like an IRA or Roth IRA.
Your spouse buys the security in their account.
A wash sale occurs if you sell a security at a loss and, within a 61-day period, you acquire a substantially identical security. This period extends 30 days before the sale and 30 days after the sale. The rule applies if you:
Buy the security back in a taxable brokerage account.
Buy the security in a tax-advantaged account like an IRA or Roth IRA.
Your spouse buys the security in their account.
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