Hi there,
Many thanks to Mike for the answer. I am updating my case here.
I have liquidated all the positions on this fund in my BOTH accounts before the end of Oct 2024. Therefore,
1. All my gain/loss on this fund have been realized in 2024.
2. Even if I repurchase this fund at anytime in 2025 (though not yet) in any account, the new purchase would not trigger a wash sale.
In this situation, for my 2024 tax reporting, may I just calculate the gain/loss on this fund separately and then add together (the same way as if there was no wash sale)?
Thanks again!
