Investing


@Matt18 wrote:

I would like to sell QQQ and buy QQQM. These ETFs are identical except one has a lower expense fee.  Will this trigger a taxable event for capital gains?


Yes. Even selling QQQ and then buying QQQ would trigger a taxable event for the purposes of calculating a capital gain.

 

Note that a loss would result in wash sale treatment (i.e., a loss would not be immediately recognized).

 

 

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