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Under IRS wash sale rules, if you sell an asset at a loss and repurchase substantially identical property within 30 days before or after the sale, the loss is disallowed. AlphaTerminal tracks your 30-day windows automatically.
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1. Scan positions
AlphaTerminal scans all synced positions for unrealized losses above your threshold.
2. Review opportunities
You see each position's loss amount, days held, and whether any wash sale restriction applies.
3. Execute harvest
You confirm each harvest. AlphaTerminal records the event and opens a 30-day wash sale window.
4. Export for filing
Year-end: download Form 8949 CSV or export to Koinly. Your losses offset your capital gains.