Can I sell all the tax lots of my fund (with a loss, obviously) EXCEPT the last two, and buy a new fund without triggering a wash sale? Or do I need to wait until next month, so that 31 days without any purchases or sales have passed before executing this plan?
Your exact scenario is played out in the TAX-LOSS HARVESTING DOCUMENTED thread which should answer any and all questions you have including some you haven't thought of:
Who is online
Users browsing this forum: accumulator5y, ACM4297, atltrojan, auntie, AZPediatrician, bloom2708, brightside01, Dinosaur Dad, edgewood1247, financeidiot, HomerJ, Hulk, Iruntons, JW-Retired, Luckywon, MikeT, nolesrule, NotWhoYouThink, ny_rn, RedClay, ribonucleic, The Wizard, vtMaps, WheelsPSU and 100 guests