这是wash sale定义。大家帮我看看哪里理解错了？

来源: 叮咚 于 2024-05-02 08:45:26 [] [旧帖] [给我悄悄话] 阅读数 : (2244 bytes)

我的理解是卖前30天内，或卖后30天内买同一种，如果loss，就trigger了wash sale。

What Is a Wash Sale? 

A wash sale is a transaction in which an investor sells or trades a security at a loss and purchases "a substantially similar one" 30 days before or 30 days after the sale.1 This is a rule enacted by the Internal Revenue Service (IRS) to prevent investors from using capital losses to their advantage at tax time. The wash sale rule applies to stocks, contracts, options, and all other types of securities and trading.

所有跟帖： 

• I guess you are right. -柠檬椰子汁- ♂ 给 柠檬椰子汁 发送悄悄话 柠檬椰子汁 的博客首页 (206 bytes) () 05/02/2024 postreply 08:48:33

• 你随便卖，如果At Loss卖了，就是Capital Loss。 -qiandongshenxia- ♂ 给 qiandongshenxia 发送悄悄话 (328 bytes) () 05/02/2024 postreply 08:50:07

• 不到30天前买过同一种股票，必须清空，避免wash sale -自了汉- ♂ 给 自了汉 发送悄悄话 (53 bytes) () 05/02/2024 postreply 09:07:12

• 看来还是等到31 天比较保险 -叮咚- ♀ 给 叮咚 发送悄悄话 (0 bytes) () 05/02/2024 postreply 11:26:02

• 其实很多人也说过了，wash sale 也无所谓 -自了汉- ♂ 给 自了汉 发送悄悄话 (39 bytes) () 05/02/2024 postreply 14:53:10

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