You can’t deduct a loss from the sale of stock or other securities if you acquire substantially identical stock or securities within 30 days before or 30 days after the sale. Whether stock or ...

Portions of this article were drafted using an in-house natural language generation platform. The article was reviewed, fact-checked and edited by our editorial staff. Investors looking to write off ...

intelliflo has introduced new wash sale detection capabilities to its redblack platform, aimed at helping financial advisors manage compliance with IRS rules while optimizing tax-sensitive rebalancing ...

Question: I do my own stock trading online. Toward the end of last year, I sold stocks at a substantial loss to offset some of my prior capital gains in an effort to avoid owing taxes. To my surprise, ...

Stock market has been in a downtrend, but still up for the year; investors may be considering harvesting losses to offset gains and save on taxes for 2023. The IRS Wash Sale rule prevents taxpayers ...

Many of the stocks that lose the most in a given year will jump after tax-loss selling ends. Less than two weeks remain to tax-loss harvest your losing stocks, and it's not as easy as it may look. The ...

ATLANTA--(BUSINESS WIRE)--intelliflo redblack today announced the launch of a powerful new wash sale detection capability that allows for the linking of accounts, including separately managed accounts ...

Despite a strong year for the stock market, you could still be sitting on portfolio losses. But you can leverage down assets to score a tax break, experts say. The tactic, known as "tax-loss ...

Question: To offset my 2024 capital gains, I sold off a tranche of stock in a loss position in late December to avoid owing taxes. I repurchased most of that stock in January because I believed that ...