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Get your taxes done using TurboTax
The last reinvested dividends were in 2019 so short term concerns are not an issue.
How about this: Sell only the shares that came from the old mutual fund. If the acquisition price to the new fund back in 2017 was $29.57, then any sale price above that should not trigger a wash-sale? Then I simply add up all the old purchase amounts to figure COA? Am I thinking correctly here?
‎November 16, 2022
6:41 AM