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

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.

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

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