The year is coming to a close, and this is a good time to configure your portfolios for tax purposes.
I have a Wash Sale for UPST. I’ve lost about 17k on it. I understand the concept of not being able to repurchase shares of the existing stock within 60 days (give it take). So I wouldn’t do that, I get why not to do that. What I’m confused about is if I should sell at least half of my UPST. I’ve watched a couple of videos on the Wash Sales Rule, but I just can’t wrap my head around it.
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