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Investors & landlords
Ok ... well I looked it up ... and it does affect the reg account ... probably not the best choice not to wait 30 days ... you will need to alert your broker so they can report the sale correctly OR make the adjustment yourself in the program.
If you sell shares in your taxable account and buy substantially identical shares in your IRA within 30 days, the wash sale rule applies. It also applies if you sell shares in your taxable account and buy within 30 days financial instruments that can convert into the sold shares.
January 7, 2020
6:51 AM
2,558 Views