Recent content by the.goot.opts

I do have an accountant, and am using software that I’ve written to manage wash sale between accounts (taxable, and IRAs). I was and still am curious about what others here interpret “substantially equivalent” because there does not seem to be a consensus on it due to lack of specificity from...

For ETFs, what constitutes as substantially identical? If I had an assigned SPY covered call and the following day sold a VOO put contract, would that be considered substantially equivalent since they track the same index? Based on what I read in Pub 550 and my understanding, writing a put...