Tax-loss harvesting across the taxable account
You are carrying $180,000 in unrealized losses. Harvesting offsets the $84,000 in short-term gains first, then long-term, with the surplus carried forward at $3,000 a year.
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Modules
Tax Awareness.
Your effective and marginal rates from your actual returns, with harvesting opportunities and deadlines watched year-round.
Tax Awareness
Full tax dataEffective Rate24.1%from your 2025 return
Marginal Rate35%from your 2025 return
Harvesting Opportunities$180,0001 active strategy
Tax · 2 opportunitiesShort-term $84,000 · long-term $130,000 · next payment September 15
Cost-basis election is still FIFO
AcceptedPartial sales are matching your oldest lots first, which realizes more gain than specific identification would. Changing the election takes one form with your brokerage.
AcceptedAsk CFO →
Illustrative preview · sample data, no personal information
Capabilities
The quiet season is the working season.
Your real rates
Effective and marginal rates pulled from your filed returns, not brackets from a lookup table.
Harvesting flags
Loss-harvesting candidates surfaced with wash-sale checks across every account, including retirement.
Deadline vigilance
Estimated payments, filing dates and elections tracked so nothing arrives as a surprise.
One picture. Working around the clock.
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