Today,I sold 170 shares of QQQ at a loss to harvest tax losses,because I have a large capital gain from recently selling a rental property.When I asked Google and ChatGPT,they said that QQQ bought within 30 days in other accounts—and even in my husband's ...
Does the Wash Sale Rule Apply Across Spouses and Multiple Brokerage Accounts? | |||
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| Today, I sold 170 shares of QQQ at a loss to harvest tax losses, because I have a large capital gain from recently selling a rental property. When I asked Google and ChatGPT, they said that QQQ bought within 30 days in other accounts—and even in my husband's account—would trigger a wash sale, so I would have to sell all those QQQ shares purchased within 30 days in other accounts as well. However, a Fidelity employee told me that it doesn't matter if the accounts are different. Is the employee's advice correct? Experts, please let me know! Thank you.
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