Real ChatGPT answer · index seedVCanH34b1YIcompleteFinance and banking · retirement accountsinformational
What are the most efficient tax loss harvesting strategies for a self-directed portfolio that balance passive index funds with individual tech sector equities without violating IRS holding periods?
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Fan-out diagram
The searches the AI actually ran for this prompt.
SEED QUERY
What are the most efficient tax loss harvesting strategies for a self-directed portfolio that balance passive index funds with individual tech sector equities without violating IRS holding periods?
3 real searches · 1 real-search pass
IRS Publication 550 wash sales substantially identical securities 30 days before or after loss sale 2025Google ↗
OBSERVED
IRS tax loss harvesting capital losses $3000 ordinary income carryover Schedule D capital gains 2025Google ↗
OBSERVED
IRS wash sale IRA substantially identical securities Revenue Ruling 2008-5Google ↗
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 30 days before or after loss sale 2025 Google ↗
IRS tax loss harvesting capital losses $3000 ordinary income carryover Schedule D capital gains 2025 Google ↗
IRS wash sale IRA substantially identical securities Revenue Ruling 2008-5 Google ↗
- 2025 Publication 550 · irs.gov
- Microsoft Word · irs.gov
- 26 U.S.C. § 1091: Loss from wash sales of stock or securities · uscode.house.gov
- Topic no. 409, Capital gains and losses · irs.gov
- Publication 550 (2025), Investment Income and Expenses · 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 30 days before or after loss sale 2025 OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 | |
IRS tax loss harvesting capital losses $3000 ordinary income carryover Schedule D capital gains 2025 OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 | |
IRS wash sale IRA substantially identical securities Revenue Ruling 2008-5 OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 |