RobertB4444
Expert Alumni

Investors & landlords

@oregonduckjohn  Your "sell and hold" shares should be pretty close to zero on the return since you exercised them in 2021.  You are paying taxes on the actual gain for those trades as regular income on your W2.  

 

The other trades and sales that you had for the year appear to have produced a loss that is greater than $3000.  You will take $3000 of that loss this year and roll the rest forward into next year.

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