Tax‐Loss Selling and the January Effect: Evidence from Municipal Bond Closed‐End Funds

A-Tier
Journal: Journal of Finance
Year: 2006
Volume: 61
Issue: 6
Pages: 3049-3067

Authors (3)

LAURA T. STARKS (not in RePEc) LI YONG (not in RePEc) LU ZHENG (Shanghai Jiao Tong University)

Score contribution per author:

1.341 = (α=2.01 / 3 authors) × 2.0x A-tier

α: calibrated so average coauthorship-adjusted count equals average raw count

Abstract

This paper provides direct evidence supporting the tax‐loss selling hypothesis as an explanation of the January effect. Examining turn‐of‐the‐year return and volume patterns for municipal bond closed‐end funds, which are held mostly by tax‐sensitive individual investors, we document a January effect for these funds, but not for their underlying assets. We provide evidence that this effect can be largely explained by tax‐loss selling activities at the previous year‐end. Moreover, we find that funds associated with brokerage firms display more tax‐loss selling behavior, suggesting that tax counseling plays a role.

Technical Details

RePEc Handle
repec:bla:jfinan:v:61:y:2006:i:6:p:3049-3067
Journal Field
Finance
Author Count
3
Added to Database
2026-01-29