Feb 10th, 2020 Tax Loss Harvesting (TLH) South Bay .

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ce the 2019 standard deduction is 24,400 for married filing jointly, a MFJ can earn at least 103,150 and not payfederal income taxes on these long-term capital gains.Example: 1MFJ income: 80,000 before taking SD, and own investments with unrealized long-term capital gainsSell enough investments to recognize LT gains of 23,150 (to get to 103,150)Immediately buy back the investments again (no need to wait for 31 days as wash-rule does not apply to gains)Rest the cost basis to that higher price; less capital gains for future taxes [assuming future income will be greatere.g., delayed SS and/or RMD from IRA or 19/tax-gain-harvesting.html

Final Thoughts Identify / know your “replacement” fund in advanceInvest your riskiest investments in a taxable accountUpon TLH don’t wait on the sidelines, reinvest proceeds right awayWash sale is not a crime it's just that you can not claim tax loss from washsalePortfolio return is not enhanced by tax loss selling becauseyour AA remains the same.But you can better manage that year's taxes

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