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Investing - Theory, News & General • Take short term gain this year, to offset loss, ot next year to defer taxes?

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I have currently 25k in LT gain realized this year and 8k ST loss.
I have written options expiring on 12/31 that will bring in about 8k ST gain, but it counts as next year apparently.

I have two scenarios:

A. Let the options expire and that will book the 8K ST gain for next year, the 8K ST loss this year will offset 8K of LT gain.
B. Close the options on 12/30, so that the gain is realized this year, offsetting the ST loss, then I pay LT taxes this year.

In general it is better to offset ST gain vs ST loss, but also it is better in general to defer taxes as much as possible, so I am not sure which one is better.

Statistics: Posted by gd35t — Mon Dec 23, 2024 12:09 pm — Replies 0 — Views 4



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