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Investors & landlords
The goal would be to reduce gain and thereby reduce the tax liability. In your situation, it doesn't appear as though there will be a big difference and would likely still result in an overall loss.
And it appears they are all held long term except possibly the reinvested dividends that were sold as well. Those fund dates must be separated out from the long term sales, if applicable.
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March 14, 2021
12:57 PM
923 Views