Tax-Loss Harvesting Calculator
U.S. Federal (Illustrative)
Positions to Harvest (Sell for a Loss)
Asset Name (Opt.)
Purchase Price/Unit ($)
Current/Sale Price/Unit ($)
Quantity to Sell
Holding Period
Action
Existing Realized Capital Gains This Year
Your Estimated Federal Tax Rates
Tax-Loss Harvesting Analysis
Harvested Losses Summary
Total Harvested Short-Term Loss: $0.00
Total Harvested Long-Term Loss: $0.00
Offsetting Process & Net Gains/Losses
Final Net Short-Term Gain/(Loss) after Harvesting: $0.00
Final Net Long-Term Gain/(Loss) after Harvesting: $0.00
Offset Against Ordinary Income
Loss Offset Against Ordinary Income: $0.00 (Max $3,000)
Estimated Tax Savings
From STCG Offset: $0.00
From LTCG Offset: $0.00
From Ordinary Income Offset: $0.00
TOTAL ESTIMATED TAX SAVINGS: $0.00
Capital Loss Carryover
Estimated Capital Loss to Carry Over: $0.00
WASH SALE RULE WARNING: Selling a security at a loss and buying the same or a "substantially identical" security within 30 days before or after the sale will disallow the loss for current tax purposes. This calculator does NOT check for wash sales. Plan your transactions carefully.
Disclaimer: This tool is for U.S. Federal tax estimation purposes only and does not constitute tax advice. Tax laws are complex and can change. State taxes are not included. Consult a qualified tax professional for advice specific to your situation.