Glossary / Risk

Wash sale

Definition

A tax rule disallowing a loss when you rebuy the same security within 30 days.

Why it matters

Active equity traders can accumulate large disallowed losses across a year, which is why trade-level records matter at tax time.

Example

Selling a stock at a $2,000 loss on 1 December and rebuying it on 15 December disallows the loss for that tax year; the basis rolls into the new position.

How to track it in a journal

TradeStack calculates the core performance numbers — win rate, average win and loss, profit factor, expectancy, drawdown and consistency — automatically from imported trades, so wash sale stops being something you estimate and becomes something you read.

Related terms

Keep reading

Stop estimating your numbers

TradeStack is a free trading journal that calculates them from your own trades.

Start free