The Money Mustache Community
Learning, Sharing, and Teaching => Ask a Mustachian => Topic started by: Swat on November 05, 2016, 08:20:41 AM
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Just starting to explore the idea of TLH with my taxable account but I'm trying to understand some of the rules regarding wash sale rules. If I want to harvest a loss in my taxable account (TSM--> 500 index) but within 30 days, I automatically have money in my HSA invested into 500 index (company does automatic payroll deductions), is that considered a violation? Essentially, are HSA transactions figured into the wash sale rule?
Also, same question applies with 401k/403b. Are automatic investments made within employer sponsored accounts subject to the wash sale rule as well? I know they are with IRA/Roth IRA.
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Yes they are.
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Yes they are.
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What is this assessment based on?
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same post here: https://www.bogleheads.org/forum/viewtopic.php?t=202696
review the replies there
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meh, I'll take the IRS's word on it.