l******r
发帖数: 57 | 1 过去一年的基金损失惨重，居然还有1千多的capital gain。还得缴税，真是雪上加霜
，唉。
I have a 1099-DIV form from Fidelity. Its item 2a shows the capital gain
about $1k. Also, on its supplement information form, it says this capital
gain is subjet to 15% rate.
But when I used a tax software, the rate is 30%.
Can anyone tell me which rate I should use?
Thanks a lot. | s********n
发帖数: 1962 | 2 there are two kinds of capital gains, long-term and short-term.
long term capital gain is taxed at 15% fixed.
short term capital gain is taxed at your regular income rate.
30% fixed tax rate only applies for dividends paid to non-US
resident investors. I don't remember the tax code about F1 students
though.
【在 l******r 的大作中提到】
: 过去一年的基金损失惨重，居然还有1千多的capital gain。还得缴税，真是雪上加霜
: ，唉。
: I have a 1099-DIV form from Fidelity. Its item 2a shows the capital gain
: about $1k. Also, on its supplement information form, it says this capital
: gain is subjet to 15% rate.
: But when I used a tax software, the rate is 30%.
: Can anyone tell me which rate I should use?
: Thanks a lot.
| K****D
发帖数: 30533 | 3 tax software is usually correct.
At 30% rate, it's likely that you are a non-resident alien.
Even if you are not, to get the 15% rate, it's two steps on the tax
form -- income tax rate first, then adjusted to 15% later. So it's
not that intuitive.
【在 l******r 的大作中提到】
: 过去一年的基金损失惨重，居然还有1千多的capital gain。还得缴税，真是雪上加霜
: ，唉。
: I have a 1099-DIV form from Fidelity. Its item 2a shows the capital gain
: about $1k. Also, on its supplement information form, it says this capital
: gain is subjet to 15% rate.
: But when I used a tax software, the rate is 30%.
: Can anyone tell me which rate I should use?
: Thanks a lot.
| l******r
发帖数: 57 | 4 Thanks for the reply. It is true that I am a Non-resident alien.
Do you mean the rate for capital gain is always 30% for a Non-resident alien
?
【在 K****D 的大作中提到】
: tax software is usually correct.
: At 30% rate, it's likely that you are a non-resident alien.
: Even if you are not, to get the 15% rate, it's two steps on the tax
: form -- income tax rate first, then adjusted to 15% later. So it's
: not that intuitive.
| K****D
发帖数: 30533 | 5 Yup, except for a few very rare exceptions.
alien
【在 l******r 的大作中提到】
: Thanks for the reply. It is true that I am a Non-resident alien.
: Do you mean the rate for capital gain is always 30% for a Non-resident alien
: ?
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