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Learning, Sharing, and Teaching => Investor Alley => Topic started by: mcampbell on March 20, 2020, 11:59:11 AM

Title: VTIAX Tax Loss Harvesting
Post by: mcampbell on March 20, 2020, 11:59:11 AM

Was looking and I could save a BUNCH on my taxes if I sell some VTIAX. Normally I keep a very simple stock portfolio, VTSAX, VTIAX, and some bond indexes. Anything I can move it to that would be largely correlated, but not a wash trade?

Title: Re: VTIAX Tax Loss Harvesting
Post by: MDM on March 20, 2020, 01:47:48 PM

See TLH VTIAX [Tax loss harvest - Vanguard Total International Stock] - Bogleheads.org (https://www.bogleheads.org/forum/viewtopic.php?f=1&t=259830) for some ideas.

Title: Re: VTIAX Tax Loss Harvesting
Post by: NotJen on March 20, 2020, 02:28:05 PM

I sold VTIAX and just bought VTSAX.  It only threw my AA off by about 1% (selling enough to hit $3k in losses).  In a month, I'll either TLH VTSAX back into VTIAX (to acquire some losses to use next year), or I'll shift some IRA money, or I'll just let it be.

Title: Re: VTIAX Tax Loss Harvesting
Post by: mcampbell on March 20, 2020, 02:33:25 PM

Quote from: MDM on March 20, 2020, 01:47:48 PM

See TLH VTIAX [Tax loss harvest - Vanguard Total International Stock] - Bogleheads.org (https://www.bogleheads.org/forum/viewtopic.php?f=1&t=259830) for some ideas.

Thanks thinking about VFWAX. Seems dissimilar enough but still correlated