Level 1

Investors & landlords

Thank you Mike for the clear explanations. It seems that with more readings on this subject I've confused myself on some simple principles.


Could you elaborate on the 2nd part of my question, regarding my position in the same company stock in my non-taxable account? Do I need to sell those as well, to achieve a fully closed position across all my accounts, for tax loss harvesting purposes of the 200 shares I've now sold in my taxable account?