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  1. Thread: Tax Wash Rule

    by David123
    Replies
    10
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    2,832

    thanks Newman. I just received this from TD...

    thanks Newman.

    I just received this from TD Ameritrade client services which may be useful,

    "
    Purchases of XMSR prior to the merger would not be considered "substantially similar" because the...
  2. Thread: Tax Wash Rule

    by David123
    Replies
    10
    Views
    2,832

    Another question, might fit here; sorry to bring...

    Another question, might fit here; sorry to bring up old post.

    Prior to the merger, does the wash rule for "substantially identical" stocks apply to a buy of XMSR following a sell of SIRI within...
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