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December 26, 2023
Question

Tax Loss Harvesting across accounts

  • December 26, 2023
  • 1 reply
  • 0 views

I have a brokerage account and a stock plan account from my employer. Do capital losses in one automatically offset any gains in the other when using turbo tax ? 

    1 reply

    Employee
    December 27, 2023

    It generally makes no difference as to which account is used, but it obviously cannot involve a tax-deferred account.