Mock — What we can do from your brokerage trade stream: FIFO closed lots · ST/LT · netting · rate × gain estimate · wash flags. Path: ideas.stocksf.in/taxes

Taxes

Tax year

Realized capital gains from taxable brokerage sells (IRA/401k out). Planning estimate — not a return.

Today in product: LT/ST totals by symbol (+ simple est. tax from Settings rates). This mock adds: closed-lot detail, IRS-style netting strip, live rate controls, NIIT toggle, wash-sale flags.

Tax rates drag to recompute estimate

Long-term (LT) 15%

Short-term (ST) 24%

Add NIIT 3.8% on net gains (high-income toggle)

Netting within year, then cross-bucket

Closed lots

FIFO match · brokerage only · mock sample book

Symbol	Bought	Sold	Shares	Cost	Proceeds	Gain / loss	Term	Notes

By symbol

Rollup of closed lots in the selected year

Symbol	LT gain	ST gain	Net	Lots

Mock only — fake lots for demo. Product already has FIFO ST/LT + estimatedTax from Settings rates; this page shows the fuller worksheet: lot lines, netting, wash flags, live rates. Not tax advice. Wash = loss deferred when same ticker rebought within 30 days (flagged, not full Form 8949).