Skip to main content
Tax

What is tax-loss harvesting?

Quick Answer

Tax-loss harvesting is selling an investment at a loss to offset capital gains taxes — and up to $3,000 of ordinary income each year. The unused loss carries forward indefinitely.

How a $10,000 capital loss flows through your tax return.
Warren Team
Updated April 26, 2026
30

Important Disclaimer:

The information provided is for educational purposes only and should not be considered as personalized financial advice. Warren is a registered investment advisor. Past performance does not guarantee future results. Please consult with a qualified financial advisor before making investment decisions.

Get Expert Advice

Schedule your free consultation with our fiduciary advisors

Book Free Consultation