wash-sale

But if you were to replace an actively managed fund with a similarly focused ETF, tax experts say the IRS isn't likely to enforce the wash-sale rule.

Tax-Saving Trades Jonathan Burton 2010

For example, tax experts say that if you attempt to replace a mutual fund that tracks an index with an ETF based on the same index, you're likely to run afoul of the wash-sale rule.

Tax-Saving Trades Jonathan Burton 2010

The risk: triggering "wash-sale" provisions, Ms. Conlon says.

The Road Ahead for Taxes Laura Saunders 2012

Under the wash-sale rules, if an investor buys shares 30 days before or after selling shares in the same investment at a loss, he or she can't deduct the losses in the same year.

The Road Ahead for Taxes Laura Saunders 2012

If it surges while you're waiting out the wash-sale period, that new purchase could become a fixture for longer than planned.

Tax-Saving Trades Jonathan Burton 2010

But you want to stay connected to the company and buy back the shares once the wash-sale rule no longer applies.

Tax-Saving Trades Jonathan Burton 2010

To preserve the portfolio's strategy and catch instant rebounds, Mr. Gordon recommends buying a similar—but not identical—stock or fund during the wash-sale period.

Turning Losses Into Gains Laura Saunders 2011

One caveat: The wash-sale rules described above come into play here.

Smart Year-End Tax Moves for Investors Laura Saunders 2010

Also, watch out for a tricky trap known as the "wash-sale" rule.

Now Is the Time to Plan for Next Year's Taxes 2009

The short answer: No. The IRS says that would violate the wash-sale rules.

Now Is the Time to Plan for Next Year's Taxes 2009