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Financial Planning / Tax Strategies


Subject:  Re: "Intent" on constructive sale Date:  11/9/1999  8:47 PM
Author:  ptheland Number:  20813 of 127753

And, not only that, even trading in an IRA account may cause you problems with both the constructive sale rules AND the wash sale rules. At least in my opinion...and the opinion of may other tax pros.

I'd be interested to hear more about this. Since IRA's are technically held by a custodian and not the taxpayer, at first blush I don't see how this would apply. Do you have a reference to point me to? I'm back into the tax biz after a couple years absence and it looks like I missed out on a couple of recent developments. Thanks.

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