Thank you. I could be wrong, but I wouldn’t think that the IRS would consider them the same fund since one is a ETF and the other is a mutual fund admiral shares. I have never sold an investment for a loss. I’m not Educated on wash sales. Thank you for the heads up.It’s not a good idea to hold the same funds in taxable and tax-advantaged, due to potential issues with wash sales if you ever sell for a loss in the taxable account (eg, see Tax Loss Harvesting).
Put VBR (or VB) and VOO in the Roth and VTI in taxable.
Statistics: Posted by LanceSoFast1 — Sat Apr 20, 2024 9:04 am