Try it
Add the skill to a bot, then ask your Chief of Staff:
“Use the Tax-Loss Harvesting Guide skill on this: [describe the job, or paste your notes].”
Long-Term (held > 1 year): 0%: Single filers up to ~$47,000 taxable income 15%: Single filers ~$47,000 to ~$518,000 20%: Single filers above ~$518,000 +3.8% Net Investment Income Tax (NIIT) for high earners.
What it covers
- What Is Tax-Loss Harvesting?
- How Capital Gains and Losses Work
- The Wash Sale Rule
- Tax-Loss Harvesting Strategies
- Tracking Your Harvested Losses
- When Tax-Loss Harvesting Makes Sense (and When It Does Not)
- Year-End TLH Checklist
- Cost Basis Methods