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Level 1
posted May 31, 2019 6:24:53 PM

Can I still sell a stock at a loss today (12/30/16) and list it on 2016 taxes even though it will not settle until 2017?

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1 Replies
Level 13
May 31, 2019 6:24:55 PM

It's the trade date that governs the date of sale or purchase, not settlement date.  So, "Yes".

Tom Young