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TLH and wash sale with living trust and across accounts

Bogleheads • View forum - Investing - Help with Personal Investments - www.bogleheads.org
Apologize if question is repetitive

In our taxable account, I hold VTIAX, VTSAX, and muni bonds. This account is titled under our living revocable trust

In my wife's 401k, which has primary beneficiary as me, secondary beneficiary as trust, we want to switch to VTSAX as primary equity holding.

Two questions

1). Will this create wash sale issues if I try to TLH VTSAX in taxable account?

2). Do I have to wait 6 months after buying municipal bonds to sell and capture full capital loss and do I have to wait more than 30 days to repurchase? Not clear on additional TLH rules with munis.
Date: Jul 1, 2015   


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