Q: Where can I view my harvest activity?
A: All current and historical harvest requests can be viewed on the View Harvest Requests page, accessible from the main Tax Loss Harvesting screen.
Q: What information is available in a harvest request?
A: Each request shows the harvested securities, replacement instructions, estimated tax impact, submission status, and wash sale expiration details.
Q: Why should I regularly review harvest requests?
A: Reviewing harvest requests helps ensure that exclusions are removed when appropriate and that replacement instructions align with the advisor’s ongoing portfolio strategy.