How to Avoid Taking a Bath with Wash Sales


Richard Keyes, senior tax director at PFPC Inc, offers a check list for compliance with US tax restrictions on repurchasing securities within 30 days of selling them.

In today’s high-volume markets, investors and mutual funds buy and sell the same securities repeatedly, often creating what are known as wash sales--and thereby risking unintended or unexpected capital gains distributions, or more serious tax consequences. A wash sale analysis usually requires a tedious, error-prone calculation

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