Uncommon

Crypto Tax Loss Harvesting

Use cryptocurrency losses to offset taxable gains.

About this strategy

Crypto tax-loss harvesting involves strategically realizing losses on digital assets to offset taxable capital gains and potentially a limited amount of other income. Digital assets are generally treated as property for federal income-tax purposes, so selling or exchanging them can create reportable capital gains or losses. Wash-sale treatment requires particular care because some digital assets, including tokenized securities treated as stocks or securities, can be subject to those rules.

Implementation resources

Slides, templates, and supporting videos.

Implementation Checklist - Crypto Loss

Use this checklist to identify potential losses, review your transactions, and document digital asset sales for tax reporting.

Slides

Strategy Overview - Crypto Loss

Learn how realizing losses on digital assets may offset taxable gains and who may benefit from the strategy.

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