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Trading API

Start Planning For Your Taxes Throughout The Year

Alpaca Team
Alpaca Team

Tax planning may get overlooked when it comes to personal financial management. As investors may think about taxes during the filing deadline in April. However, it’s very important to plan for taxes before then, particularly throughout the year, as the last thing you want when filing your return is finding out you owe thousands of dollars.

Reconcile - Integrate intelligent tax-experiences
Integrate intelligent tax-experiences

With Reconcile, you can get a head start on tax planning with a real-time dashboard.

You’ll now be able to easily:

- See an estimated tax bill so you can budget for your liabilities ahead of time

- Get tax-loss harvesting notifications to help you anticipate your bill before the December 31 deadline

- Find wash-sale risk warnings so you avoid disallowed losses from impacting your taxes

- View current positions with a simulated tax impact if sold at the market price

- Download a historical tax profit and loss report so that you can easily share with your accountant or filing software

- Chat with an AI or human tax assistant to answer your questions

Reconcile is a featured partner app within the Connect marketplace and is available to Alpaca Unlimited subscribers for free as an added perk. If you’re not an Unlimited subscriber just yet, sign up here so you can start planning for your taxes today!

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Alpaca and Reconcile are not affiliated and neither is responsible for the liabilities of the other.

All screenshots are for illustrative purposes only. The views and opinions expressed are those of the author and do not reflect or represent the views and opinions of Alpaca. Alpaca does not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.

Alpaca does not guarantee the accuracy, timeliness, completeness or usefulness of Third Party Content, and is not responsible or liable for any content, advertising, products, or other materials on or available from third party sites.

Securities brokerage services are provided by Alpaca Securities LLC ("Alpaca Securities"), member FINRA/SIPC, a wholly-owned subsidiary of AlpacaDB, Inc. Technology and services are offered by AlpacaDB, Inc.

Cryptocurrency services are made available by Alpaca Crypto LLC ("Alpaca Crypto"), a FinCEN registered money services business (NMLS # 2160858), and a wholly-owned subsidiary of AlpacaDB, Inc. Alpaca Crypto is not a member of SIPC or FINRA.

Cryptocurrencies are not stocks and your cryptocurrency investments are not protected by either FDIC or SIPC. Please see the Disclosure Library for more information.

This is not an offer, solicitation of an offer, or advice to buy or sell securities or cryptocurrencies, or open a brokerage account or cryptocurrency account in any jurisdiction where Alpaca Securities or Alpaca Crypto respectively, are not registered or licensed, as applicable.

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Alpaca Team

API-first stock brokerage. *Securities are offered through Alpaca Securities LLC*