deepdive.

Navigating Wash Sale Woes: Common Pitfalls, Tax Implications, and Strategic Avoidance

CountingWorks PRO Marketing Team Season 2 Episode 30

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0:00 | 13:30

To prevent taxpayers from selling a security to claim a loss and then immediately repurchasing the same or a “substantially identical” security, the tax code has a “wash sale” rule: the loss is disallowed if the repurchase occurs within 30 days before or after the sale that resulted in the loss.