What are the precise rules for executing tax loss harvesting on individual stocks versus bond funds inside an aging retirement portfolio?
Download run
Fan-out diagram
The searches the AI actually ran for this prompt.
SEED QUERY
What are the precise rules for executing tax loss harvesting on individual stocks versus bond funds inside an aging retirement portfolio?
3 real searches · 1 real-search pass
IRS Publication 550 wash sales substantially identical securities IRA 30 days capital losses $3000 carryoverGoogle ↗
OBSERVED
IRS tax topic capital gains losses netting short term long term $3000 deductionGoogle ↗
OBSERVED
IRS mutual fund ETF wash sale substantially identical bond funds tax loss harvestingGoogle ↗
OBSERVED
Badge and edge weight = share of passes that produced the query. Hover a query for its intent and routing format.
Query classes
Google's semantic query class for every sub-query: what kind of answer each search is after, simulated vs real.
Classifying 3 queries…
Searches and sources
ChatGPT3 real searches · gpt-6
IRS Publication 550 wash sales substantially identical securities IRA 30 days capital losses $3000 carryover Google ↗
IRS tax topic capital gains losses netting short term long term $3000 deduction Google ↗
IRS mutual fund ETF wash sale substantially identical bond funds tax loss harvesting Google ↗
- Publication 550 (2025), Investment Income and Expenses · irs.gov
- Tax Rules for ETF Losses · fidelity.com
- Topic no. 409, Capital gains and losses · irs.gov
Queries
3 queries · click a column to sort
| Query / type | Search | Intent | Query class | Routing format | Cluster | Freq ↓ | Weight |
|---|---|---|---|---|---|---|---|
IRS Publication 550 wash sales substantially identical securities IRA 30 days capital losses $3000 carryover OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 | |
IRS tax topic capital gains losses netting short term long term $3000 deduction OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 | |
IRS mutual fund ETF wash sale substantially identical bond funds tax loss harvesting OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 |