Trying for LT tax loss harvest
I can see that LTCL amount is around 87k
But when I try to filter the holdings with “Long term holdings” and sort by gains, I can only see 41k loss
What am I missing here?
Trying for LT tax loss harvest
I can see that LTCL amount is around 87k
But when I try to filter the holdings with “Long term holdings” and sort by gains, I can only see 41k loss
What am I missing here?
Hi @Abhishek_Kumar5
The figures in the summary of the tax loss harvesting report are inclusive of MF holdings and considers the P&L at breakdown level. Can you please DM us your user id, so we can explain how the unrealized long-term loss is arrived at for your account?
DMed you, can you please take a look