Portfolio loss analysis — identify positions with unrealized losses
ResearchWash sale rule reference — 30-day window before and after
ResearchRealized gains for 2026 — tally YTD gains to offset
13ResearchHarvest candidate shortlist — top 5 positions to sell
ReviewTax lot selection — identify specific lots with highest cost basis
ReviewExecute harvest trades — sell and replace within market hours
ExecuteTrade confirmation and tax record filing
RecordYear-end deadline — harvest by December 31 for this tax year
Execute