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33bmarc
Level 2
April 3, 2021
Question

Wash Sale with Index Funds too?

Hey All,

 

So I sold AAPL then bought VGT and DIA less than 30days after the sale. AAPL is included in these funds. Does that mean I’ve accidentally violated the Wash Sale Rule?

 

Thanks for reading

    4 replies

    Mike9241
    Level 15
    Mike9241Level 15
    Level 15
    April 3, 2021

    a wash sale occurs when there is a loss on sale and then substantially identical securities are bought within the wash sale period. so are VGT and DIA substantially identical?  I am not the IRS or the courts. but I would say no.

    even different classes of the same stock may not be substantially identical.  

    Mike9241
    33bmarcAuthor
    Level 2
    April 3, 2021

    True on DIA and VGT but AAPL is inside both of those funds. So it’s like I did indeed buy back AAPL? That’s my concern/wonder.

    Critter-3
    Critter-3
    Level 15
    April 3, 2021

    Apple stock  and mutual funds that have APPLE in their portfolio are NOT the same and you do NOT have a wash sale issue. 

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