If I sell some of my VTWAX, XLU, VTSAX, VFIAX, FNCMX mutual funds to harvest some tax losses, but then want to turn around and put it into another fund like SCHD, would that trigger a wash sale if I don't wait 30 days? What determines if something is "substantially identical" enough when it comes to index and mutual funds?
Submitted December 24, 2022 at 02:25AM by charliekunkel https://ift.tt/PNFkjZa
