Does the Wash Sale Rule Apply Across Spouses and Multiple Brokerage Accounts?created at 405  1 Today, |
Does the Wash Sale Rule Apply Across Spouses and Multiple Brokerage Accounts?created at 405 1 Today, |
Does the Wash Sale Rule Apply Across Spouses and Multiple Brokerage Accounts? | |||
Created at 406 1  0 | |||
| 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.
Tags: Capital Gains Tax Fidelity Wash Sale IRS Tax Rules Multiple Account Wash QQQ Wash Sale Spouse Wash Sale Stock Tax Loss Tax Loss Harvesting Wash Sale Period Wash Sale Rule   | |||
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