Wash Sale Rule Compliance Checker - Finance, Trading, and Wealth Management

Enter Sale Transaction Details

Enter the details of the security sold at a loss.

Security Symbol/Name:

Date of Sale:

Quantity Sold:

Sale Price per Share ($):

Original Cost Basis per Share ($):

Enter Purchase Transactions of Substantially Identical Securities

Add any purchases of the same or substantially identical security made 30 days before or 30 days after the sale date.

Wash Sale Analysis Results

No substantially identical securities were purchased within the 61-day wash sale window. Loss may be fully deductible.

` } const printStyles = ` body { font-family: var(--wsc-font-family, Arial); color: #333; margin: 20px; padding: 10px; font-size: 10pt; } h2 { color: var(--wsc-primary-color, #2E8B57); text-align: center; border-bottom: 1px solid #ccc; padding-bottom: 5px; margin-bottom:15px; font-size: 14pt; } h3, h4 { color: var(--wsc-dark-color, #2F4F4F); margin-top: 15px; margin-bottom:8px; font-size: 11pt; border-bottom: 1px solid #eee; padding-bottom: 3px;} .wsc-info-item-pdf { display: flex; justify-content: space-between; padding: 4px 0; border-bottom: 1px dotted #eee; margin-bottom: 3px; } .wsc-info-item-pdf strong { flex-basis: 50%; } .wsc-info-item-pdf span { text-align: right; flex-basis: 50%; font-weight: bold; } .wsc-results-table-pdf { width: 100%; border-collapse: collapse; margin-top: 10px; font-size: 9pt; } .wsc-results-table-pdf th, .wsc-results-table-pdf td { border: 1px solid #ccc; padding: 5px; text-align: left; } .wsc-results-table-pdf th { background-color: #f0f0f0; } .wsc-loss { color: #D9534F; } .wsc-adjusted { color: #5BC0DE; } p { margin-bottom: 10px; line-height: 1.4; } .footer-note {font-size:0.8em; margin-top:20px; text-align:center; color: #777;} `; const reportBodyHTML = `

Wash Sale Rule Compliance Check

Sale Transaction Summary

Security Sold: ${symbol}

Sale Date: ${new Date(date + "T00:00:00").toLocaleDateString()}

Quantity Sold: ${quantity.toLocaleString()}

Sale Price/Share: ${formatCurrency(price)}

Cost Basis/Share: ${formatCurrency(costBasis)}

Total Loss on Sale: ${formatCurrency(totalLossOnSale)}

${totalLossOnSale > 0 ? `

Wash Sale Window: ${windowStart} - ${windowEnd}

${purchasesTableHTML}

Total Disallowed Loss: ${formatCurrency(totalDisallowedLoss)}

Net Allowable Loss: ${formatCurrency(totalLossOnSale - totalDisallowedLoss)}

The disallowed loss is added to the cost basis of the replacement shares. The holding period of such replacement shares includes the holding period of the shares sold.

` : '

The sale did not result in a loss. Wash Sale Rule does not apply for disallowing losses.

'} `; const printWindow = window.open('', '_blank'); if (printWindow) { printWindow.document.open(); printWindow.document.write(` Wash Sale Analysis Report ${reportBodyHTML}`); printWindow.document.close(); setTimeout(() => { printWindow.focus(); printWindow.print(); /* printWindow.close(); */ }, 500); } else { alert('Could not open print window. Please check pop-up blocker settings.'); } }); } // Initialize first tab switchTab('wscSaleTab'); addPurchaseEntry(); // Add one purchase entry form by default });