As we approach the end of the tax year, it's a good time to consider ways to optimize your investment taxes. In particular, it's a great time to consider tax-loss harvesting opportunities, which must be executed by December 31st.
Mezzi AI can not only identify opportunities but provides specific details about which positions could be harvested.
Ask Mezzi AI Chat: "What stocks could I tax-loss harvest?"
You'll receive a detailed breakdown of:
Which specific positions have harvestable losses
Whether each position is short-term or long-term
The exact dollar amount of unrealized losses
Please note, tax insights in Mezzi are estimates based on data we receive from your brokerage. Confirm gains, losses, and tax lots in your brokerage accounts.