Find answers, explore features, and get the most out of INDYXQUANT Pro
Tax-loss harvesting, wash sale tracking, lot optimization, and year-end planning
Turn portfolio losses into tax savings — safely, without triggering wash sales.
Own an index as individual stocks to harvest losses continuously and personalize holdings.
Generate a realized gain/loss report, reconcile 1099-B, and prep Schedule D.
The wash sale rule disallows claiming a tax loss if you buy the same security within 30 days before or after the sale (61-day window). The platform automatically tracks this window and flags positions with wash sale risk when you use tax-loss harvesting.
Capital gains/losses summary (short-term vs long-term), dividend income reports (qualified vs ordinary), tax lot details with FIFO/LIFO/specific lot, year-end planning checklist, and tax opportunity identification. All exportable to PDF or Excel.
When it harvests a loss, the platform suggests a correlated but not substantially identical replacement security, and the Wash-Sale Scanner enforces the 61-day window (30 days before + 30 after) across all your accounts. Buying the same or an identical security in that window would disallow the loss.
Realized short- and long-term gains/losses per lot, totals mapped to IRS Schedule D and Form 8949, 1099-B reconciliation to flag broker discrepancies, and loss carryforwards. Export as PDF or Excel from the Tax hub Year-End tab.