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The wash-sale rule applies to stocks, bonds, mutual funds, ETFs, options, futures and warrants. However, the wash-sale rule does not apply to cryptocurrency , at least not yet.
After a sale is identified as a wash sale and if the replacement stock is bought within 30 days before or after the sale then the wash sale loss is added to the basis of the replacement stock. The basis adjustment preserves the benefit of the disallowed loss; the holder receives that benefit on a future sale of the replacement stock.
As a result, if an investor trades in and out of Exchange-traded funds (ETFs)) or mutual funds with almost identical holdings, some have held that it does not trigger the wash sale rule. [12] [13] For example, State Street's SPDR S&P 500 ETF (NYSEARCA: SPY) [14] and iShare's Core S&P 500 ETF (NYSEARCA: IVV) [15] both track the S&P 500. If an ...
This rule, known as the "wash-sale" rule, helps prevent abuse of the tax-loss harvesting strategy. ... Holding ETFs inside taxable accounts can be more tax-efficient than standard mutual funds.
A wash sale occurs when you sell an asset for a loss but have purchased the same asset within 30 days before or after the sale. Wash sales are specifically excluded from being claimed on your return.
Van Kampen Investments, Inc. (also Van Kampen Funds, Inc. or Van Kampen American Capital) was an American mutual fund company. Formerly independent, it was acquired by Morgan Stanley [ 1 ] in 1996. Most of Morgan Stanley's asset management activities were principally conducted under the Morgan Stanley and Van Kampen brands.