11-14-2016, 09:01 PM
I have dividend stocks in both my taxable and ROTH accounts. Is it permitted to do a swap between accounts without triggering a wash rule?
For example - Sell $3000 of XXX in taxable to get the tax credit, Sell $3000 of YYY within ROTH, then immediately buy $3000 of YYY in taxable and $3000 of XXX in Roth?
For example - Sell $3000 of XXX in taxable to get the tax credit, Sell $3000 of YYY within ROTH, then immediately buy $3000 of YYY in taxable and $3000 of XXX in Roth?