- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
If I liquidate a mixed portfolio with $8,000 realized taxable gains & $-10,000 unrealized loss, can that full amount be used to offset all realized gains for the year?
This non-qualified trust account includes short- and long-term gains/losses, dividends, and interest. Would liquidating the entire portfolio result in a zero-taxable investment event?
Topics:
‎November 9, 2022
7:00 PM