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A realized gain (or loss) happens when you sell a security (stock, fund, etc.) and the proceeds exceed (or are less than) your cost basis. This is the figure you’ll often need for tax reporting. Also, “unrealized gains” (what your holdings would be worth if sold) are different . Make sure that you’re looking at closed positions/sales . CGai gets these numbers when you connect your investment accounts. However, we want to double-check to make sure our numbers match the numbers

What's Carryover loss? It is the loss from prior years. Where can I find it? It depends on how you filed your taxes last year. If you used TurboTax, follow these steps . If you used H&R Block, follow these steps . If you filed manually, there was a point where you had to calculate your long/short capital gain/loss. If there was a loss, well, hopefully you wrote that down? In the drawer? The yellow sticky next to the guitar?

Hello, savvy investor! Ever feel like the tax code is a giant, frustrating video game you can never win? You’re not alone! But there’s one cheat code you absolutely must know: the magic of long-term capital gains . Uncle Sam has a secret, and it involves giving you a serious discount on your investment profits—but only if you play by his rules. Get ready to dive into the wonderful, whimsical, and sometimes wacky world of preferential tax rates! Short-Term vs. Long-Term: The C