A wash sale is a transaction in which an investor sells a losing security to claim a capital loss, and within 30 days before ...

However, if you can carefully plan your trades, it is possible to effectively navigate the IRS wash sale rule and still achieve desired tax efficiency. Here's a look at the wash s ...

Be aware of the wash sale rule enforced by the IRS. The rule is important for investors reassessing their market positions and looking to sell and repurchase declining stocks to offset losses.

Here's what financial advisors should know about wash sale rules and how to advise clients on this investing and tax concept. A wash sale occurs when investors buy a security that is substantially ...

Bob Carlson researches all facets of retirement finances. Few taxpayers were interested in or needed to know the “wash sale” rules, until recently. When stock prices rose steadily, the wash ...

Unlike people investing in securities, crypto investors can take full advantage of the tax-loss harvesting rules without having to time out virtual currency purchases to comply with the wash sale ...

However, navigating this process requires a delicate balance between tax efficiency and sound investment decisions, particularly in light of the Internal Revenue Service's (IRS) wash sale rule.

Because of the IRS' so-called "wash-sale rule," you can't repurchase those shares (or a "substantially identical" security) for 30 days after your sale, if you intend to use the loss to offset ...

Some investors seeking to achieve the maximum level of tax efficiency have found the IRS wash sale rule problematic. It postpones the tax advantages of a capital loss to a future time, whereas ...

Some investors seeking to achieve the maximum level of tax efficiency have found the IRS wash sale rule problematic. It postpones the tax advantages of a capital loss to a future time, whereas ...