{# HTMX fragment — rendered inline below the wash-sale or exempt-match row. #}
{{ e.summary }}
Rule: {{ e.rule_citation }}
Match: {{ e.match_reason }}
Window: {{ e.days_between }} days
Loss sale
{{ e.loss_trade.ticker }} · {{ e.loss_trade.action }} {{ e.loss_trade.quantity }}
{{ e.loss_trade.date }}
proceeds ${{ '{:,.2f}'.format(e.loss_trade.proceeds) }}
basis ${{ '{:,.2f}'.format(e.loss_trade.cost_basis) }}
Triggering buy
{{ e.triggering_buy.ticker }} · {{ e.triggering_buy.action }} {{ e.triggering_buy.quantity }}
{{ e.triggering_buy.date }}
cost ${{ '{:,.2f}'.format(e.triggering_buy.cost_basis) }}
{% if e.is_exempt %} Would have disallowed: {{ e.disallowed_math }} → $0 (exempt) {% else %} Disallowed: {{ e.disallowed_math }} {% endif %}
Confidence: {{ e.confidence_reason }}
{% if e.adjusted_basis_target %}
Rolled into: Lot {{ e.adjusted_basis_target.lot_id }} ({{ e.adjusted_basis_target.acquired_date }}) — adjusted basis ${{ '{:,.2f}'.format(e.adjusted_basis_target.adjusted_basis) }}
{% endif %} {% if e.cross_account %}
Cross-account: {{ e.cross_account.loss_account }} → {{ e.cross_account.buy_account }}
{% endif %} {% if e.is_exempt %}
Reference: section_1256_underlyings.yaml
{% endif %}