Tax loss harvesting balanced funds

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applesoranges
Posts: 1
Joined: Wed Oct 10, 2018 4:19 pm

Tax loss harvesting balanced funds

Post by applesoranges » Wed Oct 10, 2018 4:24 pm

I have a balanced fund in my taxable account (VLXVX). Can I tax loss harvest by selling it and buying VTSMX (total stock market fund)? VTSMX is part of the balanced fund, so would this be considered a wash sale?

livesoft
Posts: 62716
Joined: Thu Mar 01, 2007 8:00 pm

Re: Tax loss harvesting balanced funds

Post by livesoft » Wed Oct 10, 2018 5:26 pm

No wash sale here.
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