Step 1 of 3 · See how it works
Calculator · Educational tool

This is tax loss harvesting.

The legal, repeatable way for Indian residents to keep more of their foreign equity gains — without giving up market exposure.

The 60-second answer

What is tax loss harvesting?

If you hold US RSUs or foreign equity, some of your lots are almost always underwater. Tax loss harvesting is the act of selling those losing lots and immediately rebuying the same shares — locking in a tax-deductible loss while keeping your market exposure intact.

The realized loss goes into a "loss bank" that can offset future capital gains — STCL against any gain, LTCL against long-term gains only. Indian law explicitly allows this strategy and, unlike the US, has no wash-sale rule to navigate around. Played across years, it can cut your final tax bill by 30–60%.

Watch it work in 5 scenes, then plug in your own numbers.
A 30-second primer

How tax loss harvesting works

Three steps. Plain English. Then we'll show you the math.

Step 1 · Hold
You hold a portfolio
Some positions are up. Some are down. The losers are usually ignored — they shouldn't be.
AAPL
MSFT
META
GOOG
Step 2 · Harvest
Sell the loser, buy it right back
Sell at a loss, then re-buy the same stock. You keep your market exposure — and bank a tax-deductible loss.
1. Sell META @ $250−$5,000
2. Rebuy META @ $250same shares
Loss banked$5,000
Step 3 · Offset
Cut your future tax bill
When you book a capital gain later, the banked loss reduces what you owe to the taxman.
Tax owedAfter harvest
$1,250
WithoutSaved ~$1,250
↓   Try it yourself with a sample portfolio below
Scene 1 of 5 · Meet your portfolio
Today You hold 150 META shares across two RSU vests. Each vest is its own tax lot.
Sample portfolio · 2 META lots
META
@ $400/ share
Stable
LT≥24moST<24mo
LotVestedSharesCost basisP&LAction
META · Lot #1LT
Long-term holding
Jan 2023100$300 /sh+$10,000
Holding
META · Lot #2ST
Short-term holding
Sep 202450$450 /sh-$2,500
Holding
Timeline
Loss bank
STCL bucket$0
Offsets STCG and LTCG. Carries forward 8 years.
LTCL bucket$0
Offsets LTCG only. Carries forward 8 years.
What's happening
You hold two META lots. Lot #1 is long-term (vested over 24 months ago), Lot #2 is short-term. Both at $400 today.
Tip: Vest dates matter. Anything held over 24 months is long-term and taxed at 12.5% — anything else is at your slab rate.
Before you run the numbers

Questions you're probably about to ask

Short answers, with the actual statute references where they help.

Yes — and it's explicitly provided for under Sections 70 and 71 of the Income Tax Act. Realized capital losses can offset capital gains in the same year, and unused losses carry forward for eight assessment years.

For listed foreign equity (US stocks, RSUs, ESPPs), you book the gain or loss when you sell — not when shares vest. Sell at a loss on Schwab, E*TRADE, or any US brokerage, rebuy immediately, and the loss is fully recognized for Indian tax. You'll declare these on Schedule CG and Schedule FA in your ITR-2 or ITR-3 filing.

More questions? hello@rovia.one · We answer within a day.
An educational estimate using Indian tax rules for foreign listed equity (post-2024 Budget). Not tax advice — talk to your CA before acting.