Can Vested help me file my ITR and offset my losses?

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• Which gains can short-term and long-term losses offset?

  Long-term capital loss cannot be offset against any income other than income from long-term capital gain. Short-term capital loss can be offset against long-term or short-term capital gain.

• Which documents are required to file taxes in India for my US stock investments?

  The following documents are required to file taxes in India for your US stock investments: Capital gains summary Schedule FA Schedule FSI Schedule TR Form 67 You can read more about the documents needed here. All of these documents are generated by ...

• How is Vested regulated?

  Vested holds a license in the US: Vested is registered as a FINRA (Financial Industry Regulatory Authority) member and a Broker Dealer called as VF Securities, Inc: https://brokercheck.finra.org/firm/summary/315194 SEC (Securities and Exchange ...

• How do I transfer funds or securities from one Vested account to another Vested account?

  You can transfer securities or funds from one Vested account to another Vested account only if you're the primary account holder for both these accounts. Please note that third-party transfers are not allowed on our platform. An internal transfer ...

• What is tax-loss harvesting, and how does it work on Vested?

  Tax-loss harvesting is a strategy used to reduce taxable capital gains of your portfolio: You deliberately sell assets that have incurred losses to offset current or future capital gains. Example: Let's say the long-term capital gains are taxed at ...