How it works
Our system prioritizes your tax savings by strategically selecting to sell or transfer securities in the order listed below:
- Short-term capital loss from largest to smallest.
- Long-term capital loss from largest to smallest.
- Short-term zero gain or loss.
- Long-term zero gain or loss.
- Long-term capital gain from smallest to largest.
- Short-term capital gain from the smallest to largest.
Each category is exhausted before moving to the next. If the cost of the original share is unknown, we'll treat the cost basis as zero.