The image below contains the optimal lots for you to sell in order to maximize your tax reduction.
Considerations
The IRS permits you to write-off a maximum of $3,000 in losses each year. Excess losses must be carried over to later years. With the Tax-Optimizer tool, you can first enter your carryover losses to determine the impact to your gain/loss. GainsAdvisor will then identify your maximum potential for savings from selling off losses, and point you to the specific lots.
Example
Click here to view an example of the Tax-Optimizer page.
The image below contains the optimal lots for you to sell in order to maximize your tax reduction.
