2 Note the IRS has announced tax relief provisions related to Hurricane Ian for taxpayers in Florida, North Carolina, and South Carolina. Learn more by reviewing IRS announcements: Help for Victims of Hurricane Ian
4 Source: Rev. Proc. 2021-25 (irs.gov)
8 A loss on stock or securities is subject to wash sale rules. If you acquire substantially identical stock or securities within 30 days before/after the sale that generated the loss, that loss cannot be used immediately for federal income tax purposes.
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