Tag Archives: wash sale rule irs publication 550

Wash Sale Rules Apply to Solo 401k Plans and IRAs

While IRS Revenue Ruling 2008-5 December 21, 2007 references IRAs, it is safe to say that this ruling also applies to solo 401k plans as is most often the case.  This Revenue Ruling states that the wash sale rules will apply when an individual sells a stock at a loss and buys the same stock […]