Superficial Loss Rules

September 08, 2022 | Charles W. Cullen III


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Whether invested in stocks or bonds, year to date it has been a challenging market environment.  With this in mind, many will be looking to realize capital losses to help with past, present, and future tax returns.  However, when doing so you must be aware the "Superficial Loss Rules" which when applied will invalidate your capital losses for tax purposes.  For more information, please don't hesitate to reach out. 

 

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