The Motley Fool Discussion Boards

Previous Page

Financial Planning / Tax Strategies


Subject:  Date Determination Question Date:  12/26/2000  12:30 PM
Author:  jbgbbs Number:  43388 of 127753

Hello! and Happy Holidays!

I am planning on selling some shares of one of my losers before the end of the year to realize the loss and reduce my taxes.

What date does the transaction need be dated with regards to the "settlement date"? Do I have until the 29th to see if it comes up a little more, or do I have to execute today to have the transaction settle by the 29th?


Copyright 1996-2018 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us