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Tax Loss Harvesting
Filing Tools

Tax Forms

Generate IRS-ready Form 8949 and Schedule D from your harvest ledger, and compute quarterly estimated-tax safe-harbor payments under §6654.

Box A

0 lots

—

Box B

0 lots

—

Box C

0 lots

—

Box D

0 lots

—

Box E

0 lots

—

Box F

0 lots

—

Line 7 · Net Short-Term

$0

Sum of Boxes A + B + C

Line 15 · Net Long-Term

$0

Sum of Boxes D + E + F

Line 16 · Total Gain/Loss

$0

Line 7 + Line 15

Schedule D Line 16 flows to Form 1040 Line 7. A net loss is deductible up to $3,000 against ordinary income ($1,500 MFS); the remainder carries forward (IRC §1212). Wash-sale disallowed losses (code W) are excluded from these totals and added to replacement-share basis.

No harvested lots to report. Harvest loss positions from your Dashboard to populate Form 8949 and Schedule D.

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