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Avoid taking Dividends?

Bogleheads • View forum - Investing - Theory, News & General - www.bogleheads.org
Livesoft:

A consequence is that the mutual fund shareholder received the information too late to make an informed decision about avoiding the dividend. The ETF shareholder can sell the ETF shares and buy the mutual fund shares on Monday 6/13 and avoid the dividend.

...

Bonus comment: Folks who tax-loss harvested VTSAX and exchanged into VFIAX can avoid the dividends of both these funds by exchanging back from VFIAX into VTSAX early next week. I'm not sure why one would want to do that though with the nice gains that they should have after the TLHing.

This is so totally new to me. We have always reinvested all dividends either into the same or another fund in both taxable and tax-deferred accounts. I do TLH in taxable accounts. I have never heard of AVOIDING dividends, and I presume in taxable account. Obviously I have a lot to learn. I can see this will reduce taxes on the income but I cannot still get my head around not taking the dividends.

Can someone please explain this and how it works or point to any links that I can read. Thank you so much.
Date: Jun 20, 2017   


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