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washsale

A collection of 4 issues

What Is the Wash-Sale Rule in Tax Law?

Introduction to the Wash-Sale Rule If you sell a security at a loss, you may be tempted to buy it back quickly so you can stay invested while still claiming the tax benefit of the loss. The Internal Revenue Service (IRS) anticipated this strategy, and that is why the wash-sale

Cryptocurrency Tax-Loss Harvesting Strategies: Wash Sale Timing, Cost Basis Optimization, and Year-End Portfolio Rebalancing

Introduction: Why Tax-Loss Harvesting Matters for Crypto Investors Cryptocurrency markets are famously volatile, delivering euphoric gains and stomach-churning drawdowns in rapid succession. While most traders fixate on the upside, seasoned investors know that strategic loss management can be just as valuable. Tax-loss harvesting—selling positions at a loss to offset

Cryptocurrency Tax-Loss Harvesting Playbook: Cost Basis Selection, Wash Sale Rules, and Year-End Portfolio Optimization

Introduction Crypto markets are notoriously volatile, and while roller-coaster price swings can be nerve-racking, they also unlock powerful tax-planning opportunities. Tax-loss harvesting—selling coins or tokens that are trading below your cost basis to realize a capital loss—can offset current or future gains and reduce your overall tax bill.

Crypto Tax-Loss Harvesting Strategies: Year-End Optimization, Wash Sale Considerations, and Record-Keeping Best Practices

Introduction: Why Tax-Loss Harvesting Matters for Crypto Investors Cryptocurrency portfolios can swing wildly throughout the year, often leaving investors with a mix of winners and losers. Crypto tax-loss harvesting is the strategic sale of underperforming digital assets to offset capital gains and, in some cases, ordinary income. By deliberately realizing