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Bitcoin tax loss harvesting

A unique opportunity for U.S. bitcoin investors; reduce tax obligations while maintaining your bitcoin position.

Estimate which bitcoin lots may be worth harvesting using our Tax Loss Harvesting Calculator.

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This calculator is for educational purposes only and does not provide tax, legal, or financial advice. Estimates use 2026 federal brackets and simplified state rates. Consult a qualified professional before making tax-loss harvesting decisions.

Bitcoin tax loss harvesting: explained

Tax loss harvesting is a strategy for investors to realize capital losses while still retaining their bitcoin postition.

How it works:

  1. 1

    Find underwater bitcoin lots

    Purchases where the current price is below your original cost basis.

  2. 2

    Sell to realize losses

    Each sale creates a taxable event and records the capital loss.

  3. 3

    Use the loss strategically

    Losses can offset capital gains, reduce taxable income, or carry forward.

  4. 4

    Repurchase the bitcoin

    If you wish to maintain your prior bitcoin position.

  5. 5

    Keep complete records

    Track purchase dates, sale dates, cost basis, fees, and wallet activity.

A unique opportunity for U.S. bitcoin investors

The wash-sale limitation in IRC §1091 applies to "stock or securities."

The IRS classifies bitcoin as property.
Source: IRS Digital Assets Overview

This means you can sell and repurchase bitcoin without wash-sale restrictions.

Traditional stocksBitcoin
Wash sale rule appliesNo wash sale restrictions
Must wait 30 days to repurchaseImmediate repurchase allowed
Risk missing price recoveryMaintain full market exposure

Real bitcoin, not bitcoin exposure

Loss harvesting strategies apply to direct bitcoin ownership.

Tax loss harvesting checklist:
  • You file taxes as a United States taxpayer
  • You own bitcoin that was purchased above the current market price
  • Your bitcoin is held in a self-custody wallet or exchange account
  • Your bitcoin lots have clear purchase dates and cost basis

Bitcoin ETFs, trusts, mining stocks, futures funds, and other bitcoin-linked securities are different and should be evaluated under traditional securities wash-sale rules.

Frequently asked questions

According to the IRS, buying bitcoin and holding it is not a taxable event. A taxable event typically occurs when you sell, trade, spend, or otherwise dispose of bitcoin.

Yes, realized losses from bitcoin can generally offset capital gains from other investments. If your capital losses exceed your capital gains, up to $3,000 of excess losses can offset ordinary income each year, with remaining losses carried forward to future tax years.

The federal wash-sale rule currently applies to losses from stock or securities. Bitcoin is considered property for tax purposes. Rules can change, so confirm with a qualified tax professional before acting.

The information on this page applies to direct bitcoin ownership. Bitcoin ETFs, trusts, mining stocks, futures funds, and other bitcoin-linked securities are different products and should be evaluated under traditional securities wash-sale rules.

Ready for the next step?

Speak with an Executive Bitcoin Advisor

We can help you turn an unrealized loss into a tax-smart move while still keeping your bitcoin position intact.

This page is for informational purposes only. Bitcoin Well is not responsible for any tax liabilities, penalties, or interest charges resulting from your use of this information. The IRS has not reviewed or endorsed this content. We make no warranties about the accuracy, completeness, or reliability of the tax information provided. Always consult with a qualified professional before making tax decisions.

The information provided represents our understanding of current federal tax rules as they apply to bitcoin. We are not tax professionals and this content does not constitute tax, legal, or financial advice. Tax laws change frequently and vary by individual circumstances. State and local taxes may apply differently. Your specific situation may require different treatment than described here.