Wash-sale risk screener
Screen replacement timing and substantially identical holdings around a loss sale.
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Results update as you change the inputs.
Preliminary screening resultWash-sale review indicated
- Loss amount entered
- $5,000
- 30-day timing window reached
- Yes
- Substantially identical selected
- Yes / possibly
- IRA replacement selected
- No
The statutory window begins 30 days before and ends 30 days after the loss sale. Account aggregation, spouse activity, options, automatic reinvestment, and substantially-identical analysis require review.
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Use the estimate to ask a better question.
Bring the assumptions, your records and the result to a tax professional before acting on a material tax or retirement decision.