Returns

Capital Loss: Definition

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Simple Definition

Money you lose when you sell an investment for less than you paid.

Why It Matters

Losses hurt, but they have a silver lining: tax benefits. You can use capital losses to offset your gains dollar-for-dollar, and even deduct up to $3,000 per year against regular income. Smart investors use 'tax-loss harvesting' to strategically sell losing positions to reduce their tax bill while staying invested in similar assets.

Key Points

  • Capital losses offset capital gains first, then you can deduct up to $3,000 from regular income
  • Unused losses carry forward to future years - no expiration
  • Watch the 'wash sale' rule: can't buy the same or similar stock within 30 days and still claim the loss

Related Terms

Common Questions

Money you lose when you sell an investment for less than you paid. Losses hurt, but they have a silver lining: tax benefits. You can use capital losses to offset your gains dollar-for-dollar, and even deduct up to $3,000 per year against regular income.

Losses hurt, but they have a silver lining: tax benefits. You can use capital losses to offset your gains dollar-for-dollar, and even deduct up to $3,000 per year against regular income. Smart investors use 'tax-loss harvesting' to strategically sell losing positions to reduce their tax bill while staying invested in similar assets.

Capital losses offset capital gains first, then you can deduct up to $3,000 from regular income

Unused losses carry forward to future years - no expiration

Watch the 'wash sale' rule: can't buy the same or similar stock within 30 days and still claim the loss