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Get your taxes done using TurboTax
The qualification of dividends depends on holding before or after the dividend date, so any dividends on a fund or stock held at least two months will be qualified.
A reinvested dividend can cause a wash sale on your first shares out (FIFO) up to the number of shares obtained from the last reinvested dividend, if you are selling the first shares at a loss.
Same for purchases with new money on an automated schedule (i.e. monthly).
‎November 6, 2022
8:41 AM