What is a Harvest Rule?
Harvest Rules define the criteria used to identify harvesting opportunities.
Rules can evaluate:
Dollar gains/losses
Percentage gains/losses
Long-term vs short-term positions
Rule Types
Position-Level RulesEvaluates the entire position. Best used for:
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Lot-Level RulesEvaluates individual tax lots. Best used for:
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BothEvaluates positions and individual tax lots Best used for:
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Best Practices
Dollar-Based Rules | Best for:
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Percentage-Based Rules | Best for:
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Important Consideration | Position-level and lot-level rule logic will impact which rule type best executes your tax strategy. |