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I should point out that I used money from this bond fund to pay for a new roof and to transfer them to my personal bank account. Any help would be appreciated. Thanks.

First assumption is that the sale resulted in a loss. No wash sale exists for profitable sales.

What you did with the specific funds is irrelavant. I am assuming you sold only part of the shares. If you sold all of the shares and didn't rebuy, there is no wash sale. What matters is if any account, you bought shares within 30 days before or after.

If you were reinvesting dividends, then it is likely that you bought shares within the 30 day window. The timing has to be perfect for reinvestment purchases to be within the 30 day window before and after.

Debra
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