Wash Rule applies to rolling options ? BTC In Margin Account and STO in Roth
I currently have cash-secured / short put positions in my margin acct that have moved against me and are close to assignment.
Instead of rolling them within the same margin account, I’m planning to Buy-to-Close (BTC) at a loss to free up margin and take the capital loss.
Immediately after, I want to Sell-to-Open (STO) cash-secured puts on the same underlying inside my Roth IRA, but using a different strike price and/or expiration date.
The goal is to claim the capital loss on my taxable return while letting the new position recover tax-free in the Roth.
Allowed ?