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Capital Loss

Definition

When you sell an investment for less than you paid. You can sometimes use capital losses to offset capital gains for tax purposes.

What to consider

  • Understand that losses can be a natural part of investing.
  • You might be able to use them to offset gains for tax purposes.
  • Keep track of losses so you can plan future tax strategies.

Real world scenarios

  • To offset gains in tech stocks, Alicia sells underperforming shares for a capital loss that lowers her taxable income.
  • Jude invests in a startup that fails, claiming those losses against future capital gains.
  • Careful planning lets Dina use capital losses to balance her portfolio and reduce overall tax owed.

Related terms

Standard Deduction
Itemized Deduction
Tax Status
Tax Filing Deadline
1098 Mortgage Interest Statement

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