Investment Taxes

If you get your profits from
that pay dividends, the dividends are taxable. If the dividends received are from a qualified retirement plan and have a dividend reinvestment plan, then you may be able to avoid paying some tax.

You can take a capital gains loss in the same year you’ve had a gain which would help offset it. But you can’t sell stock in a losing position to offset and then turn around and buy it right back. The IRS Wash Rule prevents investors from doing this. This rule says that you can’t sell a stock and buy it back within 30 days and claim a capital loss.

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