Wash Sale Rule Calculator

Wash Sale Rule: a planned Super Calculator tool. Covers transaction history with date, quantity and price and security identifier. Stub page. Not published yet.

Wash Sale Rule Calculator is a planned calculator in the tax section of Super Calculator, covering investment tax.

What this calculator will compute

Inputs: transaction history with date, quantity and price, security identifier and replacement purchases.

Outputs: disallowed loss (USD), adjusted basis of replacement shares (USD), allowable loss (USD) and affected transactions.

Formula, recorded as scope and not yet verified against a primary source: A loss is disallowed where substantially identical securities are acquired within 30 days before or after the sale, and the disallowed loss is added to the basis of the replacement shares with the holding period tacked on. The window is 61 days in total, not 30.

Status

This page is a stub. The calculator is not built, no figure on this page has been verified against the authority that sets it, and nothing here should be used to make a decision. The page exists so that the site structure is complete and so that articles can link this concept on first mention.

The stub carries noindex, nofollow and is excluded from the sitemap.