s****l
发帖数: 600 | 1 卖了一点公司的stock option，但etrade给的date acquired是当天。
请问stock option是应该按照long term capital gain报吗？那按那一天买入算？
谢谢。 |
f****t
发帖数: 2724 | |
s**x
发帖数: 7506 | 3 赚了1000块，就说卖了1000块的股票，cost 也是1000，收易为0。
Why? Everything should be included in your w2 already.
But you have to report stock sales to avoid irs sending you a letter.
Excercise and hold 比较麻烦。 |
m****a
发帖数: 1257 | 4 这个取决于你是ISO还是nonstatutory stock option
ISO:
ISO. A type of employee stock option which provides tax advantages for the
employer that a non-qualified stock option does not, but which is subject to
more stringent requirements. For ISOs, no income tax is due when the
options are granted or when they're exercised. Instead, the tax is deferred
until the holder sells the stock, at which time he/she is taxed for his/her
entire gain. As long as the sale is at least two years after the options
were granted and at least one year after they were exercised, they'll be
taxed at the lower, long-term capital gains rate; otherwise, the sale is
considered a "disqualifying disposition", and they'll be taxed as if they
were nonqualified options (the gain at exercise is taxed as ordinary income,
and any subsequent appreciation is taxed as capital gains). ISOs may not be
granted at a discount to the current stock price, and they are not
transferable, except through a will. also called qualified stock option.
如果你的SO是ISO，而且你对公司信心爆棚，卖后hold一年，的确是
long term gain.不过风险忒大了。弄不好血本无归 - 最差的情形是
你的收益还不够你需要交的税。这个情形2000年前后发生很多。
如果你的SO是NSO,就甭考虑了。你卖的时候的收益直接就是你的收入了。
一定是short term gain.你即使选择hold，也跟你用工资买你们公司的
股票一模一样，赚/亏/LT/ST都跟SO无关了，相当于正常股票交易。
【在 s****l 的大作中提到】
: 卖了一点公司的stock option，但etrade给的date acquired是当天。
: 请问stock option是应该按照long term capital gain报吗？那按那一天买入算？
: 谢谢。
|
s**x
发帖数: 7506 | 5
to
deferred
her
这年头还有ISO吗？ 给普通option 的都不多了好像。
【在 m****a 的大作中提到】
: 这个取决于你是ISO还是nonstatutory stock option
: ISO:
: ISO. A type of employee stock option which provides tax advantages for the
: employer that a non-qualified stock option does not, but which is subject to
: more stringent requirements. For ISOs, no income tax is due when the
: options are granted or when they're exercised. Instead, the tax is deferred
: until the holder sells the stock, at which time he/she is taxed for his/her
: entire gain. As long as the sale is at least two years after the options
: were granted and at least one year after they were exercised, they'll be
: taxed at the lower, long-term capital gains rate; otherwise, the sale is
|
s****l
发帖数: 600 | 6 Option是iso，但因为等钱用。exercise当天就卖了。这如何报 |
m******g
发帖数: 1103 | 7 当ordinary income处理,应该已经包含在你的w2 wage里了
【在 s****l 的大作中提到】
: Option是iso，但因为等钱用。exercise当天就卖了。这如何报
|
q*****g
发帖数: 153 | 8 谢谢information。还有点疑问：iso怎么会收益还不够交税呢？
假设strike price ：5刀；excise时 price ：9刀（excise时不交税）；过了两年卖的
时候 price ： 6刀
那就应该只是交（6-5）＝1刀的long term capital gain吧？
难道是要在卖的时候交（9-5）＝4刀的income tax，再交 （6-5）＝1刀的long term
capital gain？
to
deferred
her
【在 m****a 的大作中提到】
: 这个取决于你是ISO还是nonstatutory stock option
: ISO:
: ISO. A type of employee stock option which provides tax advantages for the
: employer that a non-qualified stock option does not, but which is subject to
: more stringent requirements. For ISOs, no income tax is due when the
: options are granted or when they're exercised. Instead, the tax is deferred
: until the holder sells the stock, at which time he/she is taxed for his/her
: entire gain. As long as the sale is at least two years after the options
: were granted and at least one year after they were exercised, they'll be
: taxed at the lower, long-term capital gains rate; otherwise, the sale is
|
m*****a
发帖数: 1203 | 9 这个例子里你exercise的差价四刀会被计入amt那边的收入，不计普通收入，只有在你
全年trigger amt的情况下这部分还没到手的收入会让你真的掏钱缴税，不然的话只要
交那一块钱的longterm
★ 发自iPhone App: ChineseWeb 8.6
【在 q*****g 的大作中提到】
: 谢谢information。还有点疑问：iso怎么会收益还不够交税呢？
: 假设strike price ：5刀；excise时 price ：9刀（excise时不交税）；过了两年卖的
: 时候 price ： 6刀
: 那就应该只是交（6-5）＝1刀的long term capital gain吧？
: 难道是要在卖的时候交（9-5）＝4刀的income tax，再交 （6-5）＝1刀的long term
: capital gain？
:
: to
: deferred
: her
|
s****l
发帖数: 600 | 10 那要报scheduled吗？broker那边是有列出这交易
【在 m******g 的大作中提到】
: 当ordinary income处理,应该已经包含在你的w2 wage里了
|
s****l
发帖数: 600 | 11 W2 box1好像没有包括那income。但有一栏是比box1 income多，是包括了这个收入
【在 s****l 的大作中提到】
: 那要报scheduled吗？broker那边是有列出这交易
|
m******g
发帖数: 1103 | 12 broker的交易记录有显示tax withold吗? w2 column 14 other 有iso一项吗?
【在 s****l 的大作中提到】
: 那要报scheduled吗？broker那边是有列出这交易
|
q*****g
发帖数: 153 | 13 thanks a lot!
【在 m*****a 的大作中提到】
: 这个例子里你exercise的差价四刀会被计入amt那边的收入，不计普通收入，只有在你
: 全年trigger amt的情况下这部分还没到手的收入会让你真的掏钱缴税，不然的话只要
: 交那一块钱的longterm
:
: ★ 发自iPhone App: ChineseWeb 8.6
|
