Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Constellation Software Inc. (CSU $2,541.55)
- $2,541.55 P/E (TTM): 56.43X Cap: $55.26B
- View CSU Profile
- View Questions on CSU
- View Reports on CSU
ADF Group Inc. Subordinate Voting Shares (DRX $10.46)
- $10.46 P/E (TTM): 10.28X Cap: $301M
- View DRX Profile
- View Questions on DRX
MDA Space Ltd. (MDA $39.28)
- $39.28 P/E (TTM): 44.52X Cap: $4.98B
- View MDA Profile
- View Questions on MDA

Q: Just sold in our joint account for tax loss can I buy back in an individual account before 30 days and still claim the tax loss jointly?

Asked by John on December 20, 2025

5i Research Answer:

No. A joint account is still considered an 'affiliated' account for tax loss purposes.

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; unbiased stocks research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!

First Name *

Last Name *

E-mail *

Password *

I have read and agree to the Terms of Use

Let us help YOU reach your financial goals today!

Start your FREE trial today and enjoy all the benefits of a 5i Membership including:

Access to a team of experts ready to answer your investments question
Instant access to over 100,000 archived questions
A community of like-minded investors
Peace of mind knowing that 5i Research has only YOUR best interests in mind

First Name *

Last Name *

E-mail *

Password *

I have read and agree to the Terms of Use