🏦LTB
SIE: Trading & Settlement
SIE practice questionmediumTrade Execution

Which of the following would be considered a wash sale?

  1. ASelling a stock at a loss and repurchasing a substantially identical stock within 30 days✓ Correct answer
  2. BSelling a stock at a gain and repurchasing it in 60 days
  3. CSelling a bond and buying stock in an unrelated company
  4. DSelling for a loss and buying mutual fund shares in a different sector
Explanation

Why ASelling a stock at a loss and repurchasing a substantially identical stock within 30 days

IRS wash sale rules deny the loss if a substantially identical security is repurchased within 30 days. The other scenarios do not meet the 'substantially identical' or timing criteria.

Turn it into reps

Reading one answer is not the same as being ready

Lucky the Banker is a free practice app with 1,867+ SIE questions, weak-area tracking, and timed mock exams. No credit card, no paywall.

Related Trading & Settlement questions