Enter your open positions. We flag harvestable losses, sort short-term versus long-term per holding period, warn on potential wash sales under IRC §1091 (30-day rule), and estimate the cash value of harvesting at your marginal rate. Built by humans who do this for clients every day.
| Ticker | Qty | Cost basis | Current value | Loss / gain | Bucket | Wash-sale risk | Tax saved if harvested |
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Need a human to actually execute and document the trades on your Schedule D plus Form 8949? Call 689-331-5723 or start online. Someone from our office will take it from there.