When an investor holds multiple lots of the same stock, they can choose to donate the specific lot with the lowest cost basis, which represents the highest gainer.

Authors

• Person: Not available Organization: J.P. Morgan Private Bank
  Three ways to extend tax benefits of a loss harvesting strategy

Sources

• Three ways to extend tax benefits of a loss harvesting strategy privatebank.jpmorgan.com J.P. Morgan Private Bank via serper

Referenced by nodes (1)

• cost basis concept