The Tax Loss Harvesting report shows your investments with unrealized losses at the lot level, so you can identify positions whose sale might help reduce taxes owed. The report runs as of a specific date and updates automatically as prices and holdings change.
Access the report
Choose Reports > Tax > Tax Loss Harvesting from the top menu bar. You can also open it from the Reports tab, under Tax in the report category list, or from Recently Opened if you've viewed it before.
Understand the report window
The report header shows the date and filter scope you're viewing, for example As of Today: 8/25/2026 and All Accounts, All Securities. Use the toolbar to Save, Edit, Duplicate, Print, or Export the report.
If no holdings match your current filters, the report displays the message There are no holdings to report for the selected accounts and filter.
Filter the report
Click Edit to open the Edit Report dialog and adjust these settings.
Set the as-of date
Use the As of menu to choose the date you want to view tax-loss harvesting opportunities for. Options include Today, End of Last Week, End of Last Month, End of Last Quarter, End of Last Year, or Custom Date, where you enter your own date. The report shows investments with unrealized losses as of that date, so you can identify which positions might reduce the taxes you owe if sold.
Include accounts
On Accounts, choose one:
-
All investing accounts (except retirement and tax-advantaged accounts)
-
Selected accounts
Include securities
On Securities, choose one:
-
Include all securities
-
Include only selected securities
Choose which positions to show
Use the Show menu to select which positions appear:
-
All Positions includes both gains and losses.
-
Loss Positions Only shows only positions with unrealized losses. This is the default view.
-
Short-Term Losses shows only losses held one year or less.
-
Long-Term Losses shows only losses held more than one year.
Subtotal the report
Use the Subtotal by menu to group results:
-
Don't Subtotal lists each lot individually. This is the default view.
-
Account groups lots by account.
-
Security Type groups lots by security type.
-
Asset Class groups lots by asset class.
Choose columns to display
Click View to select which columns appear in the report:
-
Account
-
Acquired
-
Cost Basis
-
Gain / Loss
-
Gain / Loss (%)
-
Holding Period
-
Market Value
-
Share Price
-
Shares
-
Symbol
Select Reset to Default to restore the default column set.
Print and export
Click Print to send the report to your printer, or click Export to save the report data for use outside Quicken.