I sold some Bond Funds in Taxable accounts & have a Capital Loss of around $9000 so far.
How can I Tax Loss harvest, please help me with what are my options.
Can I 1)Sell VTI with a gain of $3k &
2)Take $3k against ordinary income &
3) Forward $3k of loss against next year taxes. or
4) Buy similar but not substantially identical Bond Funds/ETF
I am uncertain of my understanding of Tax Loss Harvest rules, What else can I do ?
Thankyou in advance for your help
How can I Tax Loss harvest, please help me with what are my options.
Can I 1)Sell VTI with a gain of $3k &
2)Take $3k against ordinary income &
3) Forward $3k of loss against next year taxes. or
4) Buy similar but not substantially identical Bond Funds/ETF
I am uncertain of my understanding of Tax Loss Harvest rules, What else can I do ?
Thankyou in advance for your help
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