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REDDIT

Wash sale rule question for tax loss harvesting

I
Apr 8, 2025 · 20:08

I want to sell a broad market mutual fund to harvest tax losses, but I put a small amount of money in the fund a few days before the tariff announcements. Would having invested in the security at all less than 30 days before selling disqualify me from taking the tax loss, or could I still claim the loss except for the small amount invested within the 30 days. I'm at Schwab and wondering if anyone knows how they calculate this in particular as well.