Tax Loss Harvesting: Per Wallet or Per Portfolio?
j
jason.satteson@gmail.com
Update the help file on the tax loss harvesting report to clarify if the tax loss harvesting opportunities are PER WALLET or PER PORTFOLIO. Both of these options would be helpful, because PER WALLET can be acted upon immediately, and PER PORTFOLIO would simply require a wallet-to-wallet transaction first before acting upon it (now due to the per-wallet accounting IRS rule). The report does not say, and the article in your help does not specify. (The AI agent says that it's PER PORTFOLIO, but I'm not sure if I trust it.)