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Get your taxes done using TurboTax
So, even if I did not realize any gains this year, I could deduct 3000 on my regular income, and carry the remaining 6k loss forward to be deducted against income 3000 per year going forward, or against future realized gains. If I understand correctly, there are no beneficial tax reasons for selling winner shares to offset against this years realized loss.
Hopefully that makes sense, and thanks for everyone's help.
‎December 12, 2023
2:36 PM