Author Topic: VTIAX Tax Loss Harvesting  (Read 1145 times)

mcampbell

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VTIAX Tax Loss Harvesting
« 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?

MDM

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NotJen

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Re: VTIAX Tax Loss Harvesting
« Reply #2 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.

mcampbell

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Re: VTIAX Tax Loss Harvesting
« Reply #3 on: March 20, 2020, 02:33:25 PM »
See TLH VTIAX [Tax loss harvest - Vanguard Total International Stock] - Bogleheads.org for some ideas.

Thanks thinking about VFWAX. Seems dissimilar enough but still correlated