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Financial Planning / Tax Strategies


Subject:  Wash Sale Rules on a Gain? Date:  3/24/2001  9:47 AM
Author:  rkmacdonald Number:  48917 of 127637

I am moving funds out of the Scudder Index 500 Fund into the Vanguard Index 500 Fund (to get a lower expense ratio). I understand that if I had a loss, and I purchased the Vanguard fund within 30 days, that wash sale rules would apply.

However, I will have a gain, and I was wondering if any aspect of the wash sale rules will come into play?

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