How do wash sales work for investing after daytrading it?

Discussion in 'Taxes and Accounting' started by dtryan, Apr 11, 2020.

  1. Yes, but the losses get added to the cost basis of later purchases, thereby reducing the taxable gain on those (equal to the disallowed wash sale losses). Bottom line, maybe shift a bit of tax from one year to the next, but overall no net financial impact.
     
    #11     Apr 12, 2020
  2. sprstpd

    sprstpd

    It is a gray area, but if you mix and match like this, the IRS might try to categorize your trading in the way that makes it most profitable for them. To be safe, you should segregate your investments from your trading by using different accounts. Even then, if you are trading the same securities, the IRS could potentially claim wash sales between a MTM trading account and an investment account. To be extra safe, you shouldn't trade securities that you hold for long-term investment. After reading the regulations, I'm not convinced that it is necessary, but Green Trader Tax recommends this strategy and I wouldn't be surprised if the IRS tries to use any tactic possible to get as much money as possible.
     
    #12     Apr 12, 2020
  3. sprstpd

    sprstpd

    You are correct, but you might not sell those shares the next year or the year after that so the gain could be deferred indefinitely. The IRS wants its money now!
     
    #13     Apr 12, 2020
  4. Isn't exactly the IRS's money when they take if from you and then give it back...
     
    #14     Apr 12, 2020
  5. S2007S

    S2007S


    Exactly what is the reason and why 30 days? I'm not going to lie I lost how out on taking losses because of buying the same stock back within 30 days. You know everyone has a stock they love to trade and I'm sure they have gotten caught up in wash sales because of that.
     
    #15     Apr 12, 2020
  6. You didn't probably didn't really lose it. Even if you entered every trade by hand, the IRS likely catches all of that and makes the appropriate adjustment for you. Same if your tax preparer (like TurboTax) downloads the info from your broker.
     
    #16     Apr 12, 2020
  7. tiddlywinks

    tiddlywinks

    #17     Apr 12, 2020
  8. dtryan

    dtryan


    Ah, so it would be hard to do both in the same account then?
     
    #18     Apr 12, 2020
  9. wash trading rule is 30 days or 60 days depending on the country
    its so people don't claim superficial 'losses' when they still have the position. it's not a loss til you close the position.
     
    #19     Apr 12, 2020
  10. sprstpd

    sprstpd

    It wouldn't be hard but you are essentially at the IRS's mercy in terms of how your trades are qualified if you don't segregate properly.
     
    #20     Apr 13, 2020
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