Story thread · 2 reports / 2 sources

When His Fund Dropped in the Spring, He Moved the Shares Into the Roth Instead of Selling Them. The IRS Taxed the Depressed Price, and the Rebound Happened Where It Can’t Be Taxed

247wallst.com · 1d · first reportShare

A buried IRS rule lets you move depressed shares into a Roth without selling, locking in a lower tax bill before the rebound arrives. But one irreversible mistake can leave you paying taxes on a value that no longer exists.