What are the step-by-step tax loss harvesting rules I need to follow so I do not accidentally violate the wash sale rule in my retirement portfolio?
Download run
Fan-out diagram
The searches the AI actually ran for this prompt.
SEED QUERY
What are the step-by-step tax loss harvesting rules I need to follow so I do not accidentally violate the wash sale rule in my retirement portfolio?
1 real search · 1 real-search pass
IRS wash sale rule Publication 550 30 days substantially identical IRA Roth IRA Revenue Ruling 2008-5Google ↗
OBSERVEDReason
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.
ChatGPT real searches (1)
Classes come from the query-classifier (a local Laya model). 1 of 1 calls are low-confidence (under 50%) — hover a query in the table to see its confidence.
Searches and sources
ChatGPT1 real searches · gpt-6
IRS wash sale rule Publication 550 30 days substantially identical IRA Roth IRA Revenue Ruling 2008-5 Google ↗
- Microsoft Word · irs.gov
- Publication 550 (2025), Investment Income and Expenses · irs.gov
- Wash-Sale Rules | Avoid this tax pitfall · fidelity.com