Tax Center
Realized gains, wash sale detection, harvest candidates, and tax-efficient rebalancing.
Realized Gains YTD
Short-term$0.00
Long-term$0.00
Total$0.00
Estimated tax$0.00
Wash Sales
Lookback window
No wash sales detected.
Tax-Loss Harvesting
No unrealized losses to harvest.
FIFO vs LIFO sample
No lots recorded. Add positions with explicit lots to see the comparison.
Form 8949 preview
Box A (short-term) + Box D (long-term) for the current year.
| Description | Proceeds | Cost | Gain |
|---|---|---|---|
| No sales recorded. | |||
Wash sale disallowed: $0.00 · harvest potential savings: $0.00 · estimated tax bill: $0.00