Tax Alpha Insider

Tax Alpha Insider

How tax-loss harvesting works on a tax return

An infographic fit for a business card, not tax advice.

Brent Sullivan's avatar
Brent Sullivan
Feb 26, 2025
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T3 Technology Tools for Today is next week. I'm getting my business cards ready.

Pictured: Roughly what's happening on a tax return when someone tax-loss harvests and realizes capital gains.

  1. Net the long-term capital gains and losses (add long-term carryforward losses)

  2. Net the short-term capital gains and losses (add short-term carryforward losses)

  3. “Combine…

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