Heavy traders may assume they’ll owe no capital gains tax if their losses and gains even out. But then they stumble across the wash sale rule. At the height of the pandemic born meme stock boom in ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Few taxpayers were interested in or needed to know the “wash sale” rules ...

Each week, in our Ask the Editor series, Joy Taylor, The Kiplinger Tax Letter Editor, answers questions on topics submitted by readers. This week, she’s looking at questions on capital-loss harvesting ...