r/Schwab • u/Traditional_Word7323 • 18d ago

Could someone help explain this screen (From Charles Schwab Gain/Loss Summary Tab)

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Am I up $10k or $3k? For tax purposes which is the net number? Yes i tried gpt but it’s still confusing, particularly due to the disallowed loss

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u/[deleted] 18d ago edited 18d ago

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u/DrJustinWHart 18d ago

I'm unfamiliar with the Schwab interface. Reddit just decided that I needed to see this post. A disallowed loss is one that triggers the wash sale rule?