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Level 1
posted Feb 27, 2025 12:54:37 PM

Offsetting Short Term and Long term gains in the same year.

Can either excess short term losses and/or excess long term gains offset the other in the same tax year? (i.e if I had excess long term losses of say $50K in 2025, but short term gains of $75K, would my net be $25K?   

0 2 383
2 Replies
Expert Alumni
Feb 27, 2025 2:00:23 PM

The term 'excess' is confusing.  I prefer the explanation in this TurboTax Help.

 

  1. Capital losses first offset losses of the same kind, short-term against short-term or long-term against long-term.
  2. Net losses of either type can then be deducted against the other kind of gain.

 

 

In this example, ST capital gains of $1,913 are reduced by LT capital loss of $8,902 resulting in a loss of $6,989

 

 

Finally, If you have an overall net capital loss for the year, you can deduct up to $3,000 of that loss against other kinds of income, including your salary and interest income.

Level 1
Feb 28, 2025 6:32:00 AM

Thank you for the answer and the link.   Appreciate it