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Robo-advisor Tax Loss Harvesting + Wash Sale + External Accounts
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Topic: Robo-advisor Tax Loss Harvesting + Wash Sale + External Accounts (Read 740 times)
FIPharm
5 O'Clock Shadow
Posts: 13
Robo-advisor Tax Loss Harvesting + Wash Sale + External Accounts
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January 13, 2019, 05:19:52 PM »
Hey MMMs,
How does the wash sale rule affect robo-advisor automated tax loss harvesting if your other investment accounts (i.e Vanguard, Fidelity) aren't linked up to Wealthfront? Wealthfront wouldn't be able to monitor this, correct?
I like the automated tax-loss harvesting but if I can eventually do it myself than I'll transfer the money out into Vanguard or Fidelity brokerage accounts. Would I potentially run into the wash sale rule with roboadvisers automatic tax-loss harvesting and automatic reinvesting dividend in Vanguard/Fidelity accounts?
What would you guys recommend?
Reference links:
https://www.physicianonfire.com/tax-loss-harvesting-vanguard/
https://www.physicianonfire.com/tax-loss-harvesting-fidelity/
https://support.wealthfront.com/hc/en-us/articles/211003443-How-do-you-harvest-losses-without-triggering-the-Wash-Sale-rule-
Thanks,
Eddie
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Robo-advisor Tax Loss Harvesting + Wash Sale + External Accounts