l****u
发帖数: 367 | 1 谢谢你的回复，在问一下：
有capital gain，什么情况下要填schedule D, 什么情况不需要呢？
如果我不填schedule D，而是直接把short-term capital gain（总共不到1k）填在
1040表第13项上，算出来的税会有什么不一样吗？ |
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z********y
发帖数: 30 | 2 2008的capital loss当年保税的时候没有claim.能不能carryover到2009年来抵消今年
的capital gain啊？要不然要交30%的税阿，好痛。 |
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I******a
发帖数: 3812 | 3 I doubt its effectiveness in capital control.
1. Foreign banks may or may not honor US requests to close an account.
2. This gives new incentive to the existence of underground banks or other
forms of informal capital flow.
For one thing, you can just drive down to Mexico with a car load of cash and
nobody would stop you. With a US passport, you can even open a bank account
there and do whatever. By the time anybody gets you, your money is already
thousands of miles away. Is it worth it for Uncl |
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h*****d
发帖数: 860 | 4 最后要去算那个D-10表（不用交），其实简单来讲就这么回事。
supppose你有7万（1040 line43)要交税，然后这里面有1万（1040 line13）是long-
term capital
你做两种算法
a) 7万的税--9881
b) 6万的税+1万*0.28=8169+2800=10969
1040 line44填a) b)中小的那个。
这样看来long term capital 根本就没有啥意义啊。除非你收入特高最后那一万的税率
超过28%，否则根本没有好处。
或者我理解错了？请知道的朋友指正！ |
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g***l
发帖数: 18555 | 5 http://www.reuters.com/article/idUSLDE63L06M20100422
NEW CAPITAL REQUIREMENT
The bank did not provide any figures for the capital raising plan but
Goodbody analyst Eamonn Hughes said it could raise 1.7 billion euros in a
rights issue, 500 million euros via the placing and 400 million euros
through the exchange of hybrid debt.
The state could convert 560 million euros of its 3.5 billion euro preference
shares into ordinary equity, Hughes said. |
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s**********e
发帖数: 207 | 6 Internal Revenue Code section 871(a)(2) imposes a flat tax of 30 percent on
capital gains in the hands of nonresident alien individuals physically
present in the United States for 183 days or more during the taxable year.
The 183-day rule of Internal Revenue Code section 871(a)(2) bears no
relation to the 183-day rule of the substantial presence test of Internal
Revenue Code section 7701(b)(3) and the exceptions to the residency rules, e
.g., exempt individual/days not counted, of that section. ... 阅读全帖 |
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d***y
发帖数: 13 | 7 想开始琢磨计划一下税务的事情，在turbo tax 里play around, 去掉了所有W-2收入，
只剩下capital gain short term,
我expect to see the 25% tax calculation, 但是turbo tax 只算成差不多13%. 我反
复double check 了，是stock short
term gain... 怎么回事啊？ 少交税当然好，但这turbo tax 怎么算的啊？
其实我是想看看，house mortgage interest 可不可以从 stock capital gain 里
deduct... 大侠们指教一下？ |
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j***b
发帖数: 5901 | 8 如果你在两个炒股帐号里面，一个帐号long一个position，另一个帐号short同样的
position。保税的时候是要把这两个position抵消，相当于没有position么？还是可以
分开算？比如如果你把一个position减仓，这算是take profit/loss，因此有tax
consequence，还是算open新的position，tax consequence要到减仓或者close的时候
算？
比如你一面long 100股，另一边short 100股。然后你把long的卖了50股。这一卖算是
把long position的减仓了，因此要算capital loss/gain，还是算新开了一个short仓,
因此没有capital loss/gain?
我感觉应该是后者。 |
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f****s
发帖数: 5631 | 9 2010年我有800的dividend，但是capital loss有6000.
请问我报税的时候是不是line 9的divident要填800，然后再line 13的capital loss中
只能填
-3000，那岂不是我只能claim 800-3000=-2200的loss？
在线等，有包子，多谢 |
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c*****s
发帖数: 168 | 10 请问用scottrade的亚太居民账户可以不交capital gain的税吗？
账户所有人是中国公民，人在中国并且没有绿卡。
scottrade的客服回复说：
Thank you for your interest in Scottrade and we are looking forward to
providing services to your investment needs.
Foreign investors who have filled out W-8BEN form to claim the foreign
status of beneficial owener for United States tax withholding will not be
withheld capital gains or interest income tax. However, we will withhold
dividend tax: 10% for China, 30% for Taiwan and 30% for Hong Kong. Also, we
will provi... 阅读全帖 |
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s********u
发帖数: 1054 | 11 http://online.wsj.com/article/BT-CO-20110805-718199.html
Fed, FDIC, Bank Regulators: S&P Downgrade Won't Affect Risk-Based Capital
By Michael R. Crittenden
Of DOW JONES NEWSWIRES
Washington (Dow Jones)--Standard & Poor's downgrade of the U.S. government'
s debt will not affect the risk-based capital requirements for U.S. banks,
federal regulators said Friday evening.
The Federal Reserve, Federal Deposit Insurance Corp. and other federal
banking regulators said in a statement that the lower... 阅读全帖 |
|
d******8
发帖数: 1972 | 12 (Reuters) - The European Union has agreed that around 100 billion euros is
needed to recapitalise the European banking system, but deep splits remain
before a high-profile summit on Sunday over how to strengthen the euro zone'
s bailout fund.
Sources in Germany's governing coalition said the European leaders' summit
would not reach a decision on increasing the scope of the European Financial
Stability Facility, the key element financial markets were looking for to
combat the crisis.
Failure on t... 阅读全帖 |
|
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m*****i
发帖数: 4342 | 14 SEP IRA enables people like me to make contribution to my retirement account
(of course, tax saving).
Generally, you can make 20% of your net capital gain into your SEP IRA up to
max $49,000 year(or first $224,500 of your capital gain).
If you have a regular 401K, your contribution limit is $16,500 for last year.
是什么 |
|
a********h
发帖数: 819 | 15 So if my household AGI is 250K and long term capital gain of 50K this year,
and lives in california
(property tax 10K, 9.3% state tax)
does AMT hit hard on capital gain so that it would be much higher than 15%? |
|
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B********d
发帖数: 1776 | 17 BIDU Falls despite Upgrade by Ghnc Captital with target price 250
Ghnc Capital upgraded Baidu from Hold to Buy and raised its target price
from $168 to $250. The firm said the move was due to channel checks that
demonstrate that although the search engine is losing a small amount of
traffic to Qihoo temporarily, BIDU is attract more frogs to do bottom
fishing at the current price. This comes after Citi today reiterated its
long-term buy rating on the stock.
Qihoo was recently falling 4.3%.
Chief... 阅读全帖 |
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F******w
发帖数: 1278 | 18 今年 capital gain （daytrading） 十万左右，
请问这十万怎么缴税，
和我收入加起来超过二十五万的话是不是进入另一个更高的税收bracket？
会不会最后交完税就没了？
我问的不是penalty. 问的是tax bracket.
加上short term capital gain 超过二十五万是否进入高的tax bracket?
比如原来二十万。交30%就是六万。
现在三十万，是否交40%就是十二万？而本来按30%只是九万而已，要多交3万。我这样
算对不对？ |
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d*****i
发帖数: 346 | 19 short term capital loss carryover 到下一年可以用来抵下一年的short term
capital gain吗？谢谢 |
|
c****n
发帖数: 173 | 20 去年股票赚了点，然后年底的时候把赚的钱和本金又买入了其他股票。今年收到从
broker那里寄来tax document里却没有capital gain，这种情况正常吗？还有这个
capital gain什么时候需要交税？ |
|
N*****d
发帖数: 9872 | 21 全球最黑的analyst就在那里！
GMCR：
11-Sep-13 Reiterated Imperial Capital Outperform $95 → $100
JCP：
21-Oct-13 Reiterated Imperial Capital Underperform $1 |
|
l***o
发帖数: 5337 | 22 看来我原来理解有误，capital gain是推高其他收入的tax bracket的。这下惨了，这
样long term capital gain的低税率意义不大了。给会计师发信问她也不回，估计休假
happy去了。
有经验的请confirm一下我的理解对不对，如果真是这样需要在下一周搞点sale。谢谢！ |
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j*****h
发帖数: 3292 | 23 You mean s&p capital iq report?
If you have scottrade account, you can free download each tick's capital
report. Not much useful though. |
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p*********r
发帖数: 7944 | 24 Capital gains and losses on small business stock may qualify for
preferential tax treatment. Gains may be partially excluded under Section
1202, if the company had total assets of $50 million or less when the stock
was issued. Losses may be treated as ordinary losses up to $50,000 per year
under Section 1244, if the company had total paid-in capital of $1 million
or less.
Small business investors can request that companies certify their stock as
qualifying under Section 1202, Section 1244, or bo... 阅读全帖 |
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p*********r
发帖数: 7944 | 25 Capital gain income from assets held longer than one year are generally
taxed at special long-term capital gains tax rates. The rate that applies
depends on which ordinary income tax bracket you fall under.
0% applies to long-term gains and dividend income
if a person is in the 10% and 15% tax brackets,
15% applies to long-term gains and dividend income
if a person is in the 25%, 28%, 33%, or 35% tax brackets, and
20% applies to long-term gains and dividend income
if a person is in t... 阅读全帖 |
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l*******g
发帖数: 271 | 26 刚刚开始设立brokage账户炒股才两年，有一个问题非常困惑，无论我的gain和loss，
我的账户里的钱一直都在股市里运作着，并没有cash out，但是每一笔的capital gain
却要单独算出来扣税，每年都要成为附加的income。是否能够有办法让一笔钱只算从投
入到cash out之间的capital gain呢？比如今年投进去，到五年以后从股市出来，但是
只有第五年才开始算income？而且我需要的不是交给机构，而是自己有完全股票选择买
卖决策权的。 |
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l********0
发帖数: 229 | 27 Equities researchers at Brean Capital assumed coverage on shares of
Threshold Pharmaceuticals (NASDAQ:THLD) in a research report issued on
Tuesday. The firm set a “buy” rating and a $15.00 price target on the
stock. Brean Capital’s price target would indicate a potential upside of
265.85% from the stock’s previous close.
Separately, analysts at Zacks upgraded shares of Threshold Pharmaceuticals
from a “hold” rating to a “buy” rating in a research note on Tuesday,
April 29th.
Shares of Threshold ... 阅读全帖 |
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i******y
发帖数: 1049 | 28 这里的字典里只有capital gain，capital loss是个传说。 |
|
b***d
发帖数: 730 | 29 我以前都是把这部分钱填在1040的13项Capital Gain(loss)里，是不是填错了？
因为这部分不是应该是按照INCOME TAX税率来填的吗？
到底LONG TERM CAPITAL GAIN应该填写在1040的哪里啊？ |
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C**B
发帖数: 32 | 30 大家好，本人最近股票涨了不少。考虑到我的Capital gain 是按income tax收税的，
税率十分吓人。我想了一个办法，看这个办法可以避税吗？
具体是这样，我把我在scottrade上面的股票全部转给我在国内的亲戚（他也有
scottrade账号）。这样如果他直接卖了，产生了capital gain会不会对我征税？
谢谢大家 |
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b********s
发帖数: 272 | 31 2008-12-12
Count of distinct funds: 3
Capital base: ~$335M at peak in hedge funds
Loss: down to ~$50M AUM in hedge fundsi; 5-42% NAV losses
Per the above FinAlternatives coverage:
Okumus Capital, a $989 million hedge fund shop, is shuttering its hedge fund
and long-only offerings, FINalternatives has learned.
The New York-based firm’s trio of hedge funds and its long-only fund have
been burned by the financial crisis this year.
According to public data on its offerings, the $30.8 million Okumus
... 阅读全帖 |
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b********s
发帖数: 272 | 32 Friday, January 16, 2009
Friday, January 16, 2009
Hedge Fund Okumus Capital Shuts Down
One of the funds we had planned on covering in our hedge fund portfolio
tracking series has unfortunately shut down. Okumus Capital, the $990
million group of hedge funds founded by Ahmet Okumus in 1997 has confirmed
it is shutting down its funds, as reported by FinAlternatives. Okumus'
Opportunity fund had seen 35% gains net per year since inception, but came
upon rough waters this year, being down 42.8% as o... 阅读全帖 |
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y********n
发帖数: 4452 | 33
Have to hold 6 years or longer to qualify for long term capital gain tax.
Less than 6 years is counted as short term capital gain. So it is like a tax
hike for stock hold only 1-5 years. |
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I*******g
发帖数: 7600 | 34 【 以下文字转载自 Military 讨论区 】
发信人: IFloating (Floating Freely), 信区: Military
标 题: 加州的税为什么没有long term capital gain一说？
发信站: BBS 未名空间站 (Fri Feb 17 19:18:48 2017, 美东)
所有的CAPITAL GAIN都一样的税率。
加州去死吧。 |
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f*******y
发帖数: 258 | 35 ok, i did a bit more reading. my previous answer was wrong. for nonresident
alien, no capital gain tax, hence no capital loss claim too. f visa is
exempted from the substantial test for resident alien for the first five
years.
：No.
： |
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F****s
发帖数: 3761 | 36 Nonresident alien students and scholars and alien employees of foreign
governments and international organizations who, at the time of their
arrival in the United States, intend to reside in the United States for
longer than 1 year are subject to the 30 percent taxation on their capital
gains during any tax year (usually calendar year) in which they are present
in the United States for 183 days or more, unless a tax treaty provides for
a lesser rate of taxation.
来自国税局官网
https://www.irs.gov/indiv... 阅读全帖 |
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发帖数: 1 | 37 但是虽然我今年的capital loss不能用来deduct收入来减税，我能不能carry over到明
年成为resident就报损？今年已经第五年了所以明年我报税是按resident。
其实我想问的就是，虽然exempt了一堆，但是capital loss carry over是不是适用于
F1学生？
IRS |
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g*****0
发帖数: 2998 | 38 是non resident， 但在美国住满183天， 按规定capital gain 是30%。 我的问题是如
果去年损失了1万， 今年赚了1万， 今年的税是0， 还是1万的30%？ 不知道non
resident的capital loss可不可以carry 到下一年 |
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x*********n
发帖数: 28013 | 39 错了。
首先楼主不知道自己的status。
如果是F1，一样要交capital gain。如果是没住满183，那么要填W8，capital gain不
交税，也不地税，分红交税。
其次，去年的抵税已经过了时间了，你去年不carry over，今年怎么能用？
所以，去年没有地税，今年是不能用的。
the
.S |
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g*****0
发帖数: 2998 | 40 LZ目前是non-resident， 但是住了超过183天
现在的情况是2015年和2016年每年都有1万的capital loss。 2014年和15年没有其他收
入， 所以没有报税
17年会有1万的capital gain. 如何避免17年交30%的税呢？
是否可以选择以resident来交税，尽管身份是non-resident? 如果可以， 然后补填14
年和15年税表来计算carryover? |
|
f********r
发帖数: 304 | 41 前两天和一个公司同事聊天意外讨论到一些关于怎样避免股票交易的state income tax
。同事在加州生活有一个full time job。他在NV开了一个LLC，然后所有trading
activity都log在这个LLC上。他的TAX是pass through，有一些标准的business
deduction。他宣称每次股票交易都开车到NV（我持怀疑态度），然后有trip log。因
为NV没有corporate income tax 和state income tax，他每年只支付联邦的capital
gain tax。他说只要证明在加州没有business activity，就不用交capital gain tax
。他说profit付完联邦税以后重新invest回公司，不算个人的pass through。
想和大家探讨一下以上操作是否合法？profit pass through以后难道不应该算是个人
的income然后付居住州的income tax吗？
我的理解是他的公司作为一个NV的entity，正常付联邦税，他个人作为business owner
只在NV opera... 阅读全帖 |
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H******7
发帖数: 1728 | 42 discover, capital one 这两家银行哪个更值得投资 买股票？
个人感觉capital one比较low, 入门门槛低。但是支持visa master
discover自己的体系，还是不成气候 |
|
n*****2
发帖数: 67 | 43 一共113k的short term gain，Turbotax算的结果是不算入capital gain需要补交8k，
算上capital gain需要补交58k，这样算起来113k的gain需要净交50k的税，这个税率是
不是太高了点，还是哪儿我没弄对？谢谢 |
|
g*******s
发帖数: 2963 | 44 case 1
比如10块买了一股A，一年内涨到100卖掉.
马上再买了100块一股B, 同年底B跌倒10块但没有卖
这样虽然B还没卖但实际盈亏是0，报税的时候capital gain是算90还是0？
case 2
10块买了一股A，一年内涨到100卖掉.
后悔了马上再买回了1股100块A, 同年底A继续涨到200.
capital gain 是0，90还是190？ |
|
发帖数: 1 | 45 需要交一笔long term capital gain. 假设拿这笔钱去再炒股，赚了不说，跌了就卖了
抵消capital gain, 貌似是没有任何的风险啊，what is the catch? |
|
h*********n
发帖数: 915 | 46 有说法是20年，有说法是无限。
另外有说法还可以carry-back，即追溯抵消之前的capital gain。但也有说法只能适用
于公司，而且只能追溯两年。
还有，对单身来说，只有1500/yr的限额。但是如果今年损失一大笔，明年结婚了，
那明年报税的时候这个capital loss能让另一方也承担么？这样就是3000/yr。 |
|
k**f
发帖数: 372 | 47 It is not much different from reporting capital gain: you'll get 1099 from
your brokerage service provider, and you need to figure out the base of the
investment that incurred loss and calculate the loss. You can only claim $
3000 capital loss ($1500 if married file separately). Any loss more than the
limit can be carried over to the next tax year. See this for more
information:
http://www.irs.gov/publications/p550/ch04.html#d0e14660
You should also be aware of the wash sale rule if you trade th |
|
p*****r
发帖数: 150 | 48 A question about capital loss here.
If I have $3000 capital loss, can I choose not to claim loss this year but
claim next year if I know my
income will be higher next year? Or can I only claim part of $3000 and use
the left as a carry over for next
tax year?
Thanks. |
|
O***C
发帖数: 1219 | 49 从1040NR表上来看，只要附上Schedule D(Form 1040)就行了，但是貌似有人说过NR不
能报capital loss，是真的么？
另外，我去年亏了6000多，今年又亏了8000多。一年的capital loss上限只能是3000，
往后carry over。
那么今年的3000应该优先是用去年剩下carry over的3000，还是今年8000里的3000？
投资新手很不幸，希望高人们不要挖苦取笑。
万分感谢！ |
|
O***C
发帖数: 1219 | 50 这太不爽了，1040 NR LINE 14 effectively connected capital gain (or loss)
难道是本人在美国直接开公司的盈亏么？
好像NR不允许在美国做生意，哪里来的effectively connected capital gain (or
loss)？ |
|
