Are there any additional regulations (beside the "wash sale" rule) that prevent me from reinvesting the funds into a new Roth in the same year that I claim the loss?Sorry, I can't answer your question. I do know that the concept of taking a deduction for a liquidated IRA is based on the Code provision for unrecovered payments for an annuity. Your question basically boils down to when is an IRA considered liquidated--at a point in time or at the end of the tax year? Maybe one of the pros will be along to offer some wisdom rather than SWAGs.I do want to warn you and others off the wash sale distraction. All IRAs are tax-exempt entities, which means capital gains & losses are irrelevant, which means the wash sale rule is irrelevant regarding transactions solely within the IRA.Phil
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