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February 18, 2020
Question

I sold a stock at a loss on 12/31/19. The trade settled on 1/3/20. The loss is showing up in 2020. Can I claim it against my 2019 gains?

  • February 18, 2020
  • 1 reply
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1 reply

February 18, 2020

Yes, the trade date (12/31/19) is the date used to determine gains or losses for tax purposes.  

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