Wash sales and tax lots: what a trading agent gets wrong when it sells
This story is from 2026-10-26. It is preserved in the archive; the latest stories are on the live feed.
Ask a trading agent to sell 50 shares and it will usually just send the order. The broker then picks which shares you sold, and by default that's first in, first out. That one default can be the difference between owing tax and booking a loss. There's also the wash sale rule, which most agents don'…
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- 2026-10-26 14:07 · DEV Community — AI
Wash sales and tax lots: what a trading agent gets wrong when it sells