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Use a brokerage CSV.
For active traders
Know your wash sales now. Check exposure from your brokerage CSV before February, while you can still plan and act.
Get informed. Plan tax cash. Act before year-end.
Why it matters
I was unaware of the implications of wash loss sales so I just carried on trading the full year... rendering my total tax liability to be 4x higher than it should have been.
I’ve spent hours trying to understand this, but still struggling... 1099-B from broker shows... a loss of -$2200. Does this sound like wash sale territory?
I closed all my positions before year end and allowed 31 or more days to pass... despite this, my 1099 summary is showing disallowed wash sales.
February is late. The trades are done. The tax bill is real. Not anymore.
How it works
Use a brokerage CSV.
See P&L, wash sales, and taxable P&L anytime.
Track open 30-day windows before year-end.
Sample report
You can check a credit-card balance anytime. Your wash-sale exposure should be just as visible.
| P&L | Wash sale | Taxable P&L | |
|---|---|---|---|
| Short-term | -$2,100 | $4,950 | $2,850 |
| Long-term | $6,400 | $840 | $7,240 |
At 24% short-term and 15% long-term rates
$1,770 tax impact| Ticker | Loss sale date | Watch window | Clear on |
|---|---|---|---|
| AMD | Dec 12, 2025 | Cleared | Jan 12, 2026 |
| NVDA | Mar 18, 2026 | Cleared | Apr 18, 2026 |
| TSLA | Jun 10, 2026 | Open | Jul 11, 2026 |
| PLTR | Jun 24, 2026 | Open | Jul 25, 2026 |
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