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tax-loss-harvesting

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Tax-loss harvesting opportunity identification, scoring, and planning with wash sale compliance and annual carryforward tracking

skills/tax-loss-harvesting/SKILL.md

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# Tax-Loss Harvesting

Identify, score, and plan tax-loss harvesting (TLH) opportunities across a crypto portfolio. This skill covers unrealized-loss ranking, net-benefit calculation, wash sale compliance, annual loss carryforward tracking, and year-end "use it or lose it" strategies.

> **Disclaimer:** This skill provides informational analysis only. It is NOT tax advice. Tax rules vary by jurisdiction and change frequently. Consult a qualified tax professional before making any tax-related trading decisions.

## How Tax-Loss Harvesting Works

Tax-loss harvesting is the practice of intentionally realizing investment losses to offset realized capital gains, thereby reducing your current-year tax liability.

### Core Mechanism

1. **Identify** positions with unrealized losses in your portfolio.
2. **Sell** those positions to realize the loss.
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