Recent Content by assetalloc

  1. Tax loss harvesting with selling ITM Put options

    @ET180 What makes the rolling so much ITM puts in above example allowable tax loss? Is it just duration, and is it because puts were not assigned?...
    Post by: assetalloc, Dec 8, 2018 in forum: Taxes and Accounting

  2. Tax loss harvesting with selling ITM Put options

    This may not sound correct. Please take a scenario below and I'd be happy to know that it's not a wash sale! 1) Jan 2018 - Mary sold XYZ naked OTM...
    Post by: assetalloc, Dec 3, 2018 in forum: Taxes and Accounting

  3. Tax loss harvesting with selling ITM Put options

    Unfortunately, I do my own taxes and don't have a tax professional to speak to. ETFs are a relatively new phenomenon. I didn't read much about...
    Post by: assetalloc, Dec 3, 2018 in forum: Taxes and Accounting

  4. Tax loss harvesting with selling ITM Put options

    I have been reading about references posted by @MoreLeverage on this thread. It seems deep ITM options will be considered substantially similar...
    Post by: assetalloc, Dec 2, 2018 in forum: Taxes and Accounting

  5. Tax loss harvesting with selling ITM Put options

    Yes, you clearly were out of line in calling a simple discussion on taxes as" "you created your own problems".... Accountants and tax preparers...
    Post by: assetalloc, Dec 2, 2018 in forum: Taxes and Accounting

  6. Tax loss harvesting with selling ITM Put options

    Why are you suddenly bullying and harassing on this thread? Don't start personal attacks and do fear mongering
    Post by: assetalloc, Dec 2, 2018 in forum: Taxes and Accounting

  7. Tax loss harvesting with selling ITM Put options

    @ajacobson Are you kidding me?? Why would be a discussion a suicide?? Are you an accountant or tax preparer? Please disclose your profession for...
    Post by: assetalloc, Dec 2, 2018 in forum: Taxes and Accounting

  8. Tax loss harvesting with selling ITM Put options

    Thanks for suggesting to use call options instead of naked put options. Can call option be very out of money, e.g. buying only 60 day call option...
    Post by: assetalloc, Dec 1, 2018 in forum: Taxes and Accounting

  9. Tax loss harvesting with selling ITM Put options

    I have the following transactions that got executed on the same day but one after another at different times. Sold XYZ stock @100 for $30 loss....
    Thread by: assetalloc, Dec 1, 2018, 20 replies, in forum: Taxes and Accounting