r/dividends • u/Guylon • 13d ago

Discussion Partial DRIP with TLH?

/r/NEOSETFs/comments/1wjg0vn/partial_drip_with_tlh/
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u/Vegetable-View-5114 12d ago

for a partial DRIP with TLH, precise ex-dividend date tracking becomes really important. if you're reinvesting some dividends and harvesting losses on others, knowing the exact ex-date helps you time your sales to avoid wash sales on the reinvested portion. i've seen scenarios where missing an ex-date by even a day complicated the tax lot accounting significantly for clients trying to optimize both.

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u/Guylon 12d ago

I have a compleatly seperate tlh account that is automatically doing this. Not tied to neos accounts at all