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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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Not on settlement, but on trade date.
It's all about short-term opportunistic rebalancing due to a short-term change in one's asset allocation, uh, I mean opportunistic rebalancing, uh I mean rebalancing, uh I mean market timing.
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