S**********r
发帖数: 553 | 1 恩，刚才考了下古。 明天卖loser股票只能当２０１１的loss了。
Schwartz is the dean of Wall Street's options strategists. Each year about
this time, he reminds investors of the last day to double up on holdings
that they want to take a loss on before they run afoul of the Internal
Revenue Service's frequently misunderstood wash-sale rule, which is
important for year-end tax planning.
This year, the deadline is Tuesday-November 30.
THE RULE DICTATES HOW INVESTORS who are long-term bulls on a specific stock,
but have lost money on it, can sell the shares to realize a loss on their
current year's taxes, yet also maintain the investment. If this sounds too
good to be true, it isn't, but there are some tricks investors should know
so they don't run afoul of the IRS.
Many people forget that, when they sell a favored stock to take a tax loss,
that loss is disallowed if they buy the shares back before 31 days have
passed. Many people sell the stock and buy it again on the same day, only to
learn from their accountant that the loss cannot be logged on their tax
returns.
Many investors like to double up, or buy the identical stock, in the same
year that they sell the old stock for a tax loss. But any sale after Tuesday
won't let them record a loss on 2010 taxes. |
m******l
发帖数: 1690 | 2 based on this, selling tomorrow seems to be ok.
http://www.fairmark.com/capgain/lastday.htm |
s****l
发帖数: 10462 | 3 尽管我明天没有要卖的股票以用来实现亏损报税，不过你不要误导大家
Last Day to Sell
What's the last day you can sell your stock and still report the gain or
loss in the current year? The answer is the last trading day of the year. |
s****l
发帖数: 10462 | 4 尽管我明天没有要卖的股票以用来实现亏损报税，不过你不要误导大家
Last Day to Sell
What's the last day you can sell your stock and still report the gain or
loss in the current year? The answer is the last trading day of the year. |
j*a
发帖数: 14423 | 5 this makes more sense.
【在 s****l 的大作中提到】
: 尽管我明天没有要卖的股票以用来实现亏损报税，不过你不要误导大家
: Last Day to Sell
: What's the last day you can sell your stock and still report the gain or
: loss in the current year? The answer is the last trading day of the year.
|
g*******2
发帖数: 651 | 6 Is this true?
"when they sell a favored stock to take a tax loss,
that loss is disallowed if they buy the shares back before 31 days have
passed."
We have to wait 31 days before buying the same stock back in order to claim
the equity loss in tax filing? |
s********y
发帖数: 3811 | 7 go to wikipedia, and look up "wash sale"
claim
【在 g*******2 的大作中提到】
: Is this true?
: "when they sell a favored stock to take a tax loss,
: that loss is disallowed if they buy the shares back before 31 days have
: passed."
: We have to wait 31 days before buying the same stock back in order to claim
: the equity loss in tax filing?
|
a****p
发帖数: 6155 | 8 晕，你搞错没有？
俺昨天不是贴了两个链接吗？
long: trade day
short: settlement day
stock,
【在 S**********r 的大作中提到】
: 恩，刚才考了下古。 明天卖loser股票只能当２０１１的loss了。
: Schwartz is the dean of Wall Street's options strategists. Each year about
: this time, he reminds investors of the last day to double up on holdings
: that they want to take a loss on before they run afoul of the Internal
: Revenue Service's frequently misunderstood wash-sale rule, which is
: important for year-end tax planning.
: This year, the deadline is Tuesday-November 30.
: THE RULE DICTATES HOW INVESTORS who are long-term bulls on a specific stock,
: but have lost money on it, can sell the shares to realize a loss on their
: current year's taxes, yet also maintain the investment. If this sounds too
|
