Real ChatGPT answer · index seedpx64U0Fiy3McompleteFinance and banking · investing and brokerageshowto
What is the most tax efficient method to execute a tax loss harvesting sweep across multiple sub accounts at Fidelity without accidentally violating the thirty day wash sale window?
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Fan-out diagram
The searches the AI actually ran for this prompt.
SEED QUERY
What is the most tax efficient method to execute a tax loss harvesting sweep across multiple sub accounts at Fidelity without accidentally violating the thirty day wash sale window?
3 real searches · 1 real-search pass
IRS wash sale rule 30 days before after substantially identical securities spouse IRA retirement account revenue ruling 2008-5Google ↗
OBSERVED
Fidelity wash sale multiple accounts cross account wash sale monitoring tax loss harvesting Fidelity officialGoogle ↗
OBSERVED
Fidelity specific shares tax lot disposal wash sale alerts multiple accounts officialGoogle ↗
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 wash sale rule 30 days before after substantially identical securities spouse IRA retirement account revenue ruling 2008-5 Google ↗
Fidelity wash sale multiple accounts cross account wash sale monitoring tax loss harvesting Fidelity official Google ↗
Fidelity specific shares tax lot disposal wash sale alerts multiple accounts official Google ↗
- Best of Slides Library · media.fidelity.com
- 40429311-55.docx · media.fidelity.com
- Microsoft Word · irs.gov
- Wash-Sale Rules | Avoid this tax pitfall · fidelity.com
- Fidelity.com Help · fidelity.com
- Publication 550 (2025), Investment Income and Expenses · irs.gov
- 26 CFR § 1.1091-1 - Losses from wash sales of stock or securities. | Electronic Code of Federal Regulations (e-CFR) | US Law · law.cornell.edu
- Fidelity.com Help · fidelity.com
- Capital Gains and Cost Basis · fidelity.com
Queries
3 queries · click a column to sort
| Query / type | Search | Intent | Query class | Routing format | Cluster | Freq ↓ | Weight |
|---|---|---|---|---|---|---|---|
IRS wash sale rule 30 days before after substantially identical securities spouse IRA retirement account revenue ruling 2008-5 OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 | |
Fidelity wash sale multiple accounts cross account wash sale monitoring tax loss harvesting Fidelity official OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 | |
Fidelity specific shares tax lot disposal wash sale alerts multiple accounts official OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 |