Popular prompts: Taxes

These prompts help you find tax savings across your accounts, from tax-loss harvesting to charitable giving. Click any prompt to open it in Mezzi chat.

• What are my tax-loss harvesting opportunities?

• If I sell a position at a loss, what could I replace it with without triggering a wash sale?

• I have large capital gains this year. What strategies could lower my tax bill before year-end?

• What are my realized short-term and long-term gains and losses so far this year?

• What's my taxable dividend income?

• I'll upload my draft tax return next. Please wait for it, then compare the income and capital gains on it with what my accounts actually produced.

• Would donating investments instead of cash change my tax outcome?

• Does a donor-advised fund make sense for my situation?

• How should I adjust my withholding or estimated tax payments so I'm not surprised at tax time?

• Have I maximized my tax-saving opportunities this quarter?