Personal Finance (Not Investing) • Capital loss carryovers in year of spouse’s death-allocation question

...you could also realize more gains to completely sidestep any issue

True, but it would be nice to preserve an amount to offset $3k/year of ordinary income going forward.

Since the year of death is a "last chance" at this, and you will have a ton of other things to be worrying about at the time, prefer "safe" over "nice", IMO

Statistics: Posted by nalor511 — Sat Sep 20, 2025 1:39 pm — Replies 3 — Views 42

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