Taxes · Advanced
Enter a loss sale, a possible replacement purchase and the share amounts to see whether the dates fall inside the federal wash-sale window and illustrate a possible basis adjustment.
What this result meansMap a replacement purchase against the 61-day wash-sale window. It translates only the assumptions entered above and cannot determine whether investments are substantially identical or provide tax advice.
Enter a loss sale, a possible replacement purchase and the share amounts to see whether the dates fall inside the federal wash-sale window and illustrate a possible basis adjustment. Change one assumption at a time, compare the result and consider what the formula leaves out.
Potentially matched shares = the smaller of loss-sale shares and replacement shares; illustrative disallowed loss = matched shares × loss per sold share. Results are simplified illustrations and may exclude taxes, changing rates, liquidity, spreads, market impact, assignment, broker rules or other real-world factors.
Common questions
No. Every value comes from the assumptions you enter. A ticker symbol, when shown, is only a label.
The result is an educational illustration, not a recommendation or a complete analysis. Verify current facts, account rules, costs and risks independently.
Real outcomes can be affected by execution price, spread, slippage, fees, taxes, liquidity, volatility, financing costs, corporate actions and changing market conditions.
Educational illustration only. This calculator does not use live market data and does not provide investment, trading, tax or legal advice. Verify formulas, rules, fees and product details with current primary sources and regulated providers before acting.
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