US Tax Tools

Wash Sale Rule Calculator

Check whether your stock sale and repurchase triggers a wash sale under IRS Section 1091. Enter your sale and purchase dates to see if you're inside the 61-day window, calculate your adjusted cost basis, and understand the tax impact of any disallowed loss.

01INPUTS

Wash Sale Determination

YES — Wash Sale

$2,000 loss disallowed

You repurchased within the 61-day window (May 16, 2025Jul 15, 2025), so $2,000 of your loss is disallowed. Your replacement shares receive an adjusted cost basis of $102.00/share ($82.00 + $20.00 deferred loss per share). The deferred tax benefit of $440 is not lost — it is embedded in your new basis.
Original Position
151 days (short-term)
Sale
Repurchase
Tax Context
61-Day Wash Sale Window

Any repurchase of substantially identical securities within 30 days before or after the sale date triggers the wash sale rule.

Window Start (−30d)

May 16, 2025

Sale Date

Jun 15, 2025

Window End (+30d)

Jul 15, 2025

Repurchase Date

Jun 20, 2025

+5d from sale

Basis Adjustment
Per ShareTotal
Original cost basis$100.00$10,000
Sale price$80.00$8,000
Total loss$20.00$2,000
Disallowed loss$20.00$2,000
Repurchase price$82.00$8,200
Adjusted basis (replacement shares)$102.00$10,200
Tax Impact

Marginal Rate

22.0%

Deferred Tax Benefit

$440

Embedded in adjusted basis

Deferred, not lost: The $440 tax benefit is preserved in your adjusted cost basis of $102.00/share. You will realize it when you eventually sell the replacement shares.

Key Rules to Know
Cross-account warning (IRA trap)
The wash sale rule applies across all your accounts, including IRAs and spousal accounts. If you sell at a loss in a taxable account and repurchase in an IRA within the 61-day window, the loss is permanently disallowed — not just deferred. The IRA does not receive a basis adjustment.
Substantially identical securities
The wash sale rule applies when you repurchase substantially identical securities. This includes the same stock, identical funds, and options on the same stock. It generally does not apply to ETFs that track different indexes, even if correlated (e.g., SPY vs. IVV may be considered substantially identical, but VTI vs. SPY typically is not). Consult a tax professional for specific situations.
Year-end trap
If you sell at a loss in December and repurchase in January of the next year (within 30 days), the wash sale still applies. The disallowed loss carries into the new tax year via the adjusted basis, so you cannot claim it on your December return. Plan sales carefully near year-end to ensure the 61-day window does not cross into January.
Want to optimize your tax-loss harvesting strategy?Tax-Loss Harvesting Guide
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How the wash sale rule works

The 61-day window

The wash sale window covers 30 days before the sale, the sale date itself, and 30 days after — a total of 61 days. Buying the same or substantially identical security anywhere in this window triggers the rule.

Basis adjustment

The disallowed loss is not gone forever. It is added to the cost basis of your replacement shares, so you'll recover it when you eventually sell those shares. The holding period from the original shares also carries over.

Cross-account traps

The wash sale rule applies across all accounts — brokerage, IRA, Roth IRA, and even a spouse's accounts. Repurchasing in an IRA after a taxable-account loss permanently disallows the loss since IRA cost basis cannot be adjusted.

Partial wash sales

If you repurchase fewer shares than you sold, only a proportional portion of the loss is disallowed. The rest of the loss remains deductible. Track each lot separately for accurate calculations.

Frequently asked questions

What is the wash sale rule?

The wash sale rule (IRS Section 1091) disallows a tax loss deduction if you buy the same or a substantially identical security within 30 days before or after selling at a loss. The 61-day window spans 30 days before the sale, the sale date itself, and 30 days after. The disallowed loss is added to the cost basis of your replacement shares.

What happens to the disallowed loss in a wash sale?

The disallowed loss is not permanently lost — it is added to the cost basis of your replacement shares. This means you'll effectively recover the loss when you eventually sell the replacement shares. Your holding period from the original shares also carries over.

Does the wash sale rule apply across different accounts?

Yes. The wash sale rule applies across all your accounts — brokerage, IRA, Roth IRA, 401(k), and even your spouse's accounts. Critically, if you sell at a loss in a taxable account and repurchase in an IRA, the loss is permanently disallowed because you cannot adjust the IRA's cost basis.

Does the wash sale rule apply to cryptocurrency?

For 2025, the wash sale rule does not apply to cryptocurrency, which is treated as property rather than securities. However, the One Big Beautiful Bill Act extends wash sale rules to digital assets starting in 2026, with exceptions for dealers and stablecoin transactions.

Sources

Related Calculators

Last updated April 29, 2026 Tax year 2025-26

Data sources: IRS (irs.gov), Social Security Administration

This tool is general information only, not financial advice.

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