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Tax Center

Capital gains insights, wash sale detection & tax-loss harvesting

Net Realized P&L
$13K

156 closed trades

Est. Tax Liability
$3.6K

Based on 24% ST / 15% LT

Unrealized P&L
$3.4K

Current open positions

Wash Sale Risk
$185.00

2 potential violations

Taxable Gains This Year

Your estimated tax on $12,500.00 in gains is $3,634.80.

Tax Information Disclaimer

This is for informational purposes only and should not be considered tax advice. Tax calculations use your configured rates (24% short-term, 15% long-term). Click the button to adjust. Please consult a qualified tax professional.

Gains$15,000.00
-$2,500.00Losses
120% of activity-20% of activity

Realized Gains & Losses

Short-Term (< 1 year)(120 trades)
Gains+$9,800.00
Losses--$1,420.00
Net$11,220.00
Long-Term (> 1 year)(36 trades)
Gains+$5,200.00
Losses--$1,080.00
Net$6,280.00

Unrealized Gains & Losses

Short-Term Holdings
Gains+$2,800.00
Losses--$200.00
Long-Term Holdings
Gains+$760.00
Losses-$0.00

Estimated Tax Liability

Short-Term Tax (24%)$2,692.80
Long-Term Tax (15%)$942.00
Total Estimated Tax$3,634.80
Tax-Loss Harvesting

1 positions with unrealized losses totaling -$200.00

Potential Tax Savings

~$48.00

Based on 24% tax rate if harvested

Potential Wash Sales

1 transactions may trigger wash sale rules with $185.00 potentially disallowed

Tax Impact

Wash sale losses are deferred, not lost. They're added to your cost basis.