{"id":176292,"date":"2022-03-25T17:22:00","date_gmt":"2022-03-25T21:22:00","guid":{"rendered":"https:\/\/ibkrcampus.com\/trading-lessons\/tws-tax-harvester-for-advisors\/"},"modified":"2024-01-05T09:56:22","modified_gmt":"2024-01-05T14:56:22","slug":"tws-tax-harvester-for-advisors","status":"publish","type":"trading-lessons","link":"https:\/\/www.interactivebrokers.com\/campus\/trading-lessons\/tws-tax-harvester-for-advisors\/","title":{"rendered":"TWS Tax Loss Harvesting Tool for Advisors"},"content":{"rendered":"\n<p><em>The information provided here is not intended to serve as tax advice and should not be used by the recipient or any other taxpayer to avoid penalties under any federal, state, local, or other tax statutes or regulations. It is also important to acknowledge that this information cannot be relied upon to resolve any tax issues.<\/em><\/p>\n\n\n\n<p>Financial advisors can use IBKR\u2019s Tax Loss Harvesting Tool to help clients realize the tax benefits of harvesting capital losses. Advisors can preview the potential losses on stocks and ETFs and pre-allocate shares across multiple accounts to fully or partially close out positions and harvest the capital losses. Tax loss harvesting can be a useful part of an overall financial plan and help lower your clients\u2019 overall tax burden, <em>especially<\/em> if they are in a higher tax bracket.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-accessing-the-ibkr-s-tax-loss-harvesting-tool-nbsp-nbsp\">Accessing the IBKR\u2019s Tax Loss Harvesting Tool&nbsp;&nbsp;<\/h2>\n\n\n\n<p>An advisor can access the IBKR Tax Loss Harvesting Tool by going to the Advisor Setup area by clicking on the tab in the upper left-hand side. Once the Advisor Setup tool is open click on the Tax Loss Harvesting tab, which is the furthest to the right. Read the disclaimer and when satisfied they click \u201cAccept\u201d to bring up the IBKR Tax Loss Harvesting Tool.&nbsp;<\/p>\n\n\n\n<p>The IBKR Tax Loss Harvesting Tool is also accessible on the TWS Mosaic Portfolio Tab. Right-click on any stock position line and scroll down to Tax Loss Harvest.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-sections-of-the-ibkr-tax-harvesting-tool\">Sections of the IBKR Tax Harvesting Tool<\/h2>\n\n\n\n<p>There are three sections of the IBKR Tax Harvesting Tool.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Identify losing opportunities.<\/li>\n\n\n\n<li>Tax Loss Information Summary<\/li>\n\n\n\n<li>Find Replacement<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1000\" height=\"562\" data-src=\"\/campus\/wp-content\/uploads\/sites\/2\/2023\/12\/TH-update-1.jpg\" alt=\"\" class=\"wp-image-199706 lazyload\" data-srcset=\"https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2023\/12\/TH-update-1.jpg 1000w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2023\/12\/TH-update-1-700x393.jpg 700w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2023\/12\/TH-update-1-300x169.jpg 300w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2023\/12\/TH-update-1-768x432.jpg 768w\" data-sizes=\"(max-width: 1000px) 100vw, 1000px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1000px; aspect-ratio: 1000\/562;\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-identifying-losing-opportunities-in-the-ibkr-tax-loss-harvesting-tool\">Identifying losing opportunities in the IBKR Tax Loss Harvesting Tool<\/h2>\n\n\n\n<p>At the top of the Tax Loss Harvesting Tool is the \u201cIdentify losing opportunities section. In this section the Advisor can enter in criteria to either sell an entire position which is showing a loss by clicking on \u201cEntire position\u201d or just the specific lots of that position that are showing a loss by clicking \u201cLot\u201d. Next the advisor chooses to search for short term losses, long term losses, or Any Losses by clicking the appropriate selection.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1000\" height=\"219\" data-src=\"\/campus\/wp-content\/uploads\/sites\/2\/2023\/12\/TH-update-2.jpg\" alt=\"\" class=\"wp-image-199707 lazyload\" data-srcset=\"https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2023\/12\/TH-update-2.jpg 1000w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2023\/12\/TH-update-2-700x153.jpg 700w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2023\/12\/TH-update-2-300x66.jpg 300w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2023\/12\/TH-update-2-768x168.jpg 768w\" data-sizes=\"(max-width: 1000px) 100vw, 1000px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1000px; aspect-ratio: 1000\/219;\" \/><\/figure>\n\n\n\n<p>The advisor can also define the minimum loss as either an amount or percentage, as well as choose to include nontaxable accounts in the search.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-to-view-a-summary-of-projected-losses-and-tax-loss-harvesting-opportunities-in-the-ibkr-tax-loss-harvesting-tool\">How to view a summary of projected losses and tax loss harvesting opportunities in the IBKR Tax Loss Harvesting Tool<\/h2>\n\n\n\n<p>In the \u201cTax Loss Information Summary\u201d section the advisor can view a summary of projected losses and tax harvesting opportunities by either long or short positions. The Summary area allows the advisor to see the overall projected losses across all the accounts they manage as well as a summary of the number of client accounts and unique securities where the losses are distributed across.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1000\" height=\"226\" data-src=\"\/campus\/wp-content\/uploads\/sites\/2\/2023\/12\/TH-update-3.jpg\" alt=\"\" class=\"wp-image-199708 lazyload\" data-srcset=\"https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2023\/12\/TH-update-3.jpg 1000w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2023\/12\/TH-update-3-700x158.jpg 700w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2023\/12\/TH-update-3-300x68.jpg 300w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2023\/12\/TH-update-3-768x174.jpg 768w\" data-sizes=\"(max-width: 1000px) 100vw, 1000px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1000px; aspect-ratio: 1000\/226;\" \/><\/figure>\n\n\n\n<p>In the table below each account is listed with the number of securities showing a loss, the projected loss allowed, the projected loss disallowed, the cost, and the projected loss percentage.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-to-filter-the-selection-of-tax-loss-harvesting-opportunities-in-the-ibkr-tax-loss-harvesting-tool\">How to filter the selection of tax loss harvesting opportunities in the IBKR Tax Loss Harvesting Tool<\/h2>\n\n\n\n<p>Advisors can narrow their selection of tax loss harvesting opportunities using the filters in the \u201cFind Replacement\u201d section. They can filter by:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Account \u2013 which allows the advisor to filter by individual accounts or Groups<\/li>\n\n\n\n<li>Portfolio \u2013 although please note that IBKR does not track tax lots by portfolio segment. The projected P&amp;L calculation uses all tax lots available in the account. While the positions sold within the specified portfolio segment may be sourced from various tax lots available in the account, the desired target position for the selected portfolio segment will be achieved.<\/li>\n\n\n\n<li>Individual security<\/li>\n<\/ul>\n\n\n\n<p>The advisor can also select the percentage of the position they want to close and for long positions select the replacement method choosing from:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Cash<\/li>\n\n\n\n<li>ETF \u2013 which the advisor can select from a list after clicking the blue ETF button next to the row, or<\/li>\n\n\n\n<li>Scanner \u2013 which the advisor can select a security in the same sector, industry, and category as the position they are closing.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1000\" height=\"236\" data-src=\"\/campus\/wp-content\/uploads\/sites\/2\/2023\/12\/TH-update-4.jpg\" alt=\"\" class=\"wp-image-199709 lazyload\" data-srcset=\"https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2023\/12\/TH-update-4.jpg 1000w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2023\/12\/TH-update-4-700x165.jpg 700w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2023\/12\/TH-update-4-300x71.jpg 300w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2023\/12\/TH-update-4-768x181.jpg 768w\" data-sizes=\"(max-width: 1000px) 100vw, 1000px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1000px; aspect-ratio: 1000\/236;\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-to-create-and-submit-tax-loss-harvesting-orders-in-the-ibkr-tax-loss-harvesting-tool\">How to create and submit tax loss harvesting orders in the IBKR Tax Loss Harvesting Tool<\/h2>\n\n\n\n<p>Once the Advisor has made the tax loss harvesting selections they can click on the \u201cCreate TLH Orders\u201d button in the bottom right-hand side of the window. This will bring up the IBKR BasketTrader populated with the tax loss harvesting orders. The advisor can adjust the time-in-force, order type, and price when applicable. If the mouse is hovered above the \u201ccustom\u201d in the allocation column to see the portion of the order allocated to each account. All accounts involved with the order will receive the same average price.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1000\" height=\"566\" data-src=\"\/campus\/wp-content\/uploads\/sites\/2\/2023\/12\/TH-update-5.jpg\" alt=\"\" class=\"wp-image-199711 lazyload\" data-srcset=\"https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2023\/12\/TH-update-5.jpg 1000w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2023\/12\/TH-update-5-700x396.jpg 700w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2023\/12\/TH-update-5-300x170.jpg 300w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2023\/12\/TH-update-5-768x435.jpg 768w\" data-sizes=\"(max-width: 1000px) 100vw, 1000px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1000px; aspect-ratio: 1000\/566;\" \/><\/figure>\n\n\n\n<p>When ready the advisor can submit each order individually by clicking on the \u201cT\u201d in the transmit column or submit the entire basket of trades by clicking on the &#8220;Transmit\u201d button in the execute basket area. For more information on the IBKR TWS BasketTrader please see the two BasketTrader lessons in the Traders\u2019 Academy TWS Advanced Trading Tools course.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-to-create-reports-to-verify-tax-allocation\">How to create reports to verify tax allocation<\/h2>\n\n\n\n<p>The Advisor Portal allows you to create custom statements to verify the lot allocation.&nbsp; Once the custom report has been created and saved it can be run on the next business day after trades are made to confirm the lot allocation. To create a custom activity statement log in your Advisor Portal, click the Menu icon in the upper left-hand corner and expand the Reporting area by clicking on the plus sign.&nbsp; Next the Advisor clicks \u201cStatements\u201d and clicks the plus sign next to \u201cCustom Statements\u201d and names the report. Let\u2019s call this one Tax Lots. Select Activity for Statement Type, and in the sections area, click Trades. In the Section Configurations area next to Profit and Loss, select MTM and Realized P\/L in the drop-down box.<\/p>\n\n\n\n<p>Ensure that the toggle next to \u201cHide Details for Positions, Trades, and Client Fees\u201d section is set to NO. Next, set the delivery configuration including the period and when ready click Continue, and the advisor will be able to review their settings. Once reviewed click the Blue Create button in the bottom right-hand corner. A message will confirm the Custom Statement has been Saved. Click ok. Now the advisor can run the report anytime for any or all their accounts.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1000\" height=\"562\" data-src=\"\/campus\/wp-content\/uploads\/sites\/2\/2023\/12\/TH-update-6.jpg\" alt=\"\" class=\"wp-image-199712 lazyload\" data-srcset=\"https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2023\/12\/TH-update-6.jpg 1000w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2023\/12\/TH-update-6-700x393.jpg 700w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2023\/12\/TH-update-6-300x169.jpg 300w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2023\/12\/TH-update-6-768x432.jpg 768w\" data-sizes=\"(max-width: 1000px) 100vw, 1000px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1000px; aspect-ratio: 1000\/562;\" \/><\/figure>\n\n\n\n<p>The output will show the list of trades. The advisor can click the plus sign next to a trade to expand and they will see the Closed Lot details. Losses will be shown in red, and gains will be shown in green. On the far-right column under Code it will show either ST for Short-Term or LT for Long-Term.<\/p>\n\n\n\n<p>IBKR\u2019s Tax Loss Harvesting Tool is an extremely useful tool for Advisors who want to utilize tax harvesting for their clients. With this tool the Advisor can easily preview stock capital losses and pre-allocate a trade to multiple clients at once.<\/p>\n\n\n\n<p><strong>Resources:<\/strong><\/p>\n\n\n\n<p><a href=\"https:\/\/www.interactivebrokers.com\/en\/trading\/fif-tax-loss-harvesting.php\">Tax Loss Harvesting<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>IBKR\u2019s Tax Loss Harvest is a powerful tool that allows financial advisors to potentially reduce their clients\u2019 tax liability. Powerful automation lets Advisors easily harvest losses in an asset across multiple client accounts at the same time. <\/p>\n","protected":false},"author":899,"featured_media":199677,"parent":0,"comment_status":"open","ping_status":"open","template":"","meta":{"_acf_changed":false,"footnotes":""},"contributors-categories":[13576],"traders-academy":[13125,13128,13132],"class_list":{"0":"post-176292","1":"trading-lessons","2":"type-trading-lessons","3":"status-publish","4":"has-post-thumbnail","6":"contributors-categories-interactive-brokers","7":"traders-academy-beginner-trading","8":"traders-academy-level","9":"traders-academy-trading-lesson"},"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.9 (Yoast SEO v27.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Archives | Traders&#039; Academy | IBKR Campus<\/title>\n<meta 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