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Tax loss harvest rules
Link:
https://docs.google.com/spreadsheets/d/1Aablk5z9DC3hnKGyf9tQZxH8LwhFD3Ut/edit?usp=sharing&ouid=112425234978993732754&rtpof=true&sd=true
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at end of period, check the return over the last period.
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Whichever is the current investment.
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Compute the loss/gain of the investment since the buy.
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If that is a loss and the hold has been more than X, switch to the other, and log it's buy price.
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Each month, see if the close price is less than the latest buy price.
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If so, show the trade at the next open price.
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That is, we sell (taking the loss) and buy the other identical investment.
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After a trade, do not make another trade the next month, to avoid the 60 day wash sale rule.
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