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Glossary Definition

What is a Wash Sale?

In the context of tax loss harvesting, the “wash sale” rules state that your loss will not be allowed if, within 30 days before or after the sale of the security, you or your spouse invest in a security that is the same — referred to by the IRS as “substantially similar” — as the one you sold.

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Corvee Blog

Read the latest tax planning thought leadership from Corvee.

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Tax Planning Strategies

Our team of tax experts has scoured tax rules and regulations to create detailed tax strategies you can use to find savings for your clients.

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