Can I execute tax loss harvesting and capital gains tax strategies with etoro?

Yes. We support this in two ways:

1. Selling individual lots (positions)

You can sell individual positions that best support your tax strategies.

In the main etoro investing app (for stocks/ETFs and crypto trading) you can select individual lots when selling based on:

• the value of the lot;
• Its % gain or loss;
• When it was purchased (for long term capital gains).

*Note*: The above feature is not available in the etoro Options app.

2. Tax Reporting

You can usually define which cost basis method you wish to use when preparing your tax filing via the different tax forms and reports we provide:

• Account Statement: This report shows all your closed positions with their corresponding cost basis. The customer (or their tax professional) can decide whether to report using the LIFO, FIFO or lot method.
• Consolidated 1099: This report will reflect your closed stocks positions according to the lot identification method.
• 1099-DA: Reports gross proceeds only. The cost basis must be determined and calculated separately by the customer when filing taxes.

This is provided for informational purposes only. etoro does not provide tax or legal advice. You should consult with a tax or legal professional to address your particular situation.

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| *Note: Crypto trading is not available in NV, HI, Puerto Rico and the US Virgin Islands.* |