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Financial Planning / Tax Strategies


Subject:  Re: Wash sales between taxable and tax-deferred Date:  11/27/1999  7:37 AM
Author:  HatchetJack Number:  21840 of 127616

"But more importantly, there are many court cases out there that say that if you have "control" of the account (as in a self directed IRA account) that the account will be treated as "yours" for purposes of wash sale (and other) rules. I'll be happy to provide some citations if you would like, Jack. Just let me know."
Would like to read the most recent cases if you have the citations. My understanding is that the transactions must be "taxable" or you have contradictory basis applications between taxable and nontaxable "taxpayers."

All best.
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