Tax Loss Harvesting

[marko]

Mutual funds settle after the market closes. I see that the deadline for TLH is 4pm December 30 and that trades must be executed by that time. So, in the case of MFs, is today too late?
Asking for a friend.

 

[njhowie]

You go by trade date, not settlement date.

 

[marko]

You go by trade date, not settlement date.

Thanks!
(signed: 'asleep at the switch')