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The wash sale rule disallows claiming a tax loss if you buy the same security within 30 days before or after the sale (61-day window). The platform automatically tracks this window and flags positions with wash sale risk when you use tax-loss harvesting.
Capital gains/losses summary (short-term vs long-term), dividend income reports (qualified vs ordinary), tax lot details with FIFO/LIFO/specific lot, year-end planning checklist, and tax opportunity identification. All exportable to PDF or Excel.
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