Personal Investments • Are Tax Loss Harvesting rules share specific?

Thinking of TLH some old shares of a fund that have a loss
Not selling any shares purchased in the 31 day window
The proceeds from the sale will be used to buy a non-similar fund.

Not sure if the newer shares purchased in last 31 days, that are not being sold will trigger a wash sale.
Are those newer shares considered replacement shares?

The newer shares have only a small $$ loss so it's really no big deal except with wash sale adjustments, form 8949 will also be required instead of just Schedule D

Thanks

Statistics: Posted by RCL — Tue Dec 31, 2024 12:25 pm — Replies 7 — Views 152

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