As above, no, but three months is too long of a period to worry about. Unless you mean preparing by using different funds in taxable and tax advantaged accounts.Could this be avoided I sell VTSAX in my IRA?
Also, if it's all in a taxable and you sell everything, any wash sales are just a documentation issue. The basis adjustment means the final tax situation is the same as if there's no wash sale.
Statistics: Posted by AnEngineer — Thu Feb 06, 2025 6:39 pm