When offsetting capital gains and losses, investors must first offset short-term losses against short-term gains, then long-term losses against long-term gains, before offsetting any remaining excess between the two categories.

Authors

• Person: Not available Organization: Citi
  How to Help Reduce Your Taxes Using Tax-Loss Harvesting

Sources

• How to Help Reduce Your Taxes Using Tax-Loss Harvesting marketinsights.citi.com Citi via serper

Referenced by nodes (2)

• long-term capital gains concept
• short-term capital gains concept