What is the procedure for auditing past tax loss harvesting strategies executed by my robo advisor to ensure compliance with current IRS wash sale rules?
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The searches the AI actually ran for this prompt.
SEED QUERY
What is the procedure for auditing past tax loss harvesting strategies executed by my robo advisor to ensure compliance with current IRS wash sale rules?
2 real searches · 1 real-search pass
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Queries
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| Query / type | Search | Intent | Query class | Routing format | Cluster | Freq ↓ | Weight |
|---|---|---|---|---|---|---|---|
IRS wash sale rule Publication 550 30 days before after substantially identical securities IRA spouse broker reporting wash sales 2025 OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 | |
IRS Form 1099-B wash sale reporting same account same CUSIP IRS instructions 2025 OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 |