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Tax Loss Sale?

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Tax Loss Sale?

Postby tonys » Thu Dec 27, 2012 2:19 pm

To take a tax loss on a fund this year does the sale have to happen thisy year by sale date or is it after 3 days on settlement?
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Re: Tax Loss Sale?

Postby livesoft » Thu Dec 27, 2012 4:09 pm

Not on settlement, but on trade date.
This information has been prepared without taking into account the Sequestration, investment objectives, financial situation and particular needs of any particular person or company.
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