How do I identify which specific lots to sell for tax loss harvesting in my retirement portfolio to maximize tax savings without spending money on software?
Download run
Fan-out diagram
The searches the AI actually ran for this prompt.
SEED QUERY
How do I identify which specific lots to sell for tax loss harvesting in my retirement portfolio to maximize tax savings without spending money on software?
2 real searches · 1 real-search pass
Badge and edge weight = share of passes that produced the query. Hover a query for its intent and routing format.
Query classes
Google's semantic query class for every sub-query: what kind of answer each search is after, simulated vs real.
Classifying 2 queries…
Searches and sources
ChatGPT2 real searches · gpt-6
IRS Publication 550 wash sales substantially identical securities 30 days IRA loss disallowed Google ↗
IRS capital losses offset capital gains ordinary income 3000 limit tax year 2026 Google ↗
- Publication 550 (2025), Investment Income and Expenses · irs.gov
- 26 U.S.C. § 1211: Limitation on capital losses · uscode.house.gov
- Wash-Sale Rules | Avoid this tax pitfall · fidelity.com
Queries
2 queries · click a column to sort
| Query / type | Search | Intent | Query class | Routing format | Cluster | Freq ↓ | Weight |
|---|---|---|---|---|---|---|---|
IRS Publication 550 wash sales substantially identical securities 30 days IRA loss disallowed OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 | |
IRS capital losses offset capital gains ordinary income 3000 limit tax year 2026 OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 |