Author Topic: What's the latest you can sell a Note this year and count on this year's taxes?  (Read 1680 times)


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Is it the sale date? Or the settlement date?

Sunday is the last day of the year, and Monday is a holiday. Do trades settle on Saturday?

Do Folfion trades ever actually settle on the same day? And if so, what time is the cutoff?

I know it would be safest to sell on Thursday so it can settle on Friday and avoid the weekend, but I I'm still trying to make up my mind what I want to do.

Thanks and Happy New Year!


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Stocks are taxed based on the trade dates. I assume notes are the same.