m****o
发帖数: 4921 | 1 【 以下文字转载自 TAX 讨论区 】
发信人: meatoo (＊圡), 信区: TAX
标 题: WASH SALE 报税问题
发信站: BBS 未名空间站 (Thu Mar 22 17:38:31 2012, 美东)
银行提供了可下载的8949表, 请问可以直接按照上面的g栏损失填报SD表吗?
如果可以的话,有个疑问是G栏wash sale loss要求填positive,最后计算SD表的H栏时却
是E-F+G? 这样没有办法反映年度内的损失分摊到成本上啊? 是我理解错了吗? | t********s
发帖数: 4503 | 2 Suppose you bought 100 x at 1.00, cost is 100. Then you sold at 0.9 , with
90 profit. Your loss is 10. If you buy again within 30 days 100 x at 0.8,
your cost is 80. However, your previous 10 loss is now wash sale. It can not
be claimed for tax exempt, but you added that to the cost of your recent
buy. So, the cost of you recent buy becomes 90, instead of 80. Suppose you
sell the recent 100 x at 0.8. Then you net loss is still 10. Now, two ways:
1. 90 - 100 = -10; 80 -80 = 0; total loss -10 +0 = -10
2. 90 - 100 = -10; 80 - 90 = -10; wash 10; total loss -10 -10 + 10 = -10
In short, the formula is correct.
【在 m****o 的大作中提到】
: 【 以下文字转载自 TAX 讨论区 】
: 发信人: meatoo (＊圡), 信区: TAX
: 标 题: WASH SALE 报税问题
: 发信站: BBS 未名空间站 (Thu Mar 22 17:38:31 2012, 美东)
: 银行提供了可下载的8949表, 请问可以直接按照上面的g栏损失填报SD表吗?
: 如果可以的话,有个疑问是G栏wash sale loss要求填positive,最后计算SD表的H栏时却
: 是E-F+G? 这样没有办法反映年度内的损失分摊到成本上啊? 是我理解错了吗?
| m****o
发帖数: 4921 | 3 o，i see! Thanks a lot!
not
【在 t********s 的大作中提到】
: Suppose you bought 100 x at 1.00, cost is 100. Then you sold at 0.9 , with
: 90 profit. Your loss is 10. If you buy again within 30 days 100 x at 0.8,
: your cost is 80. However, your previous 10 loss is now wash sale. It can not
: be claimed for tax exempt, but you added that to the cost of your recent
: buy. So, the cost of you recent buy becomes 90, instead of 80. Suppose you
: sell the recent 100 x at 0.8. Then you net loss is still 10. Now, two ways:
: 1. 90 - 100 = -10; 80 -80 = 0; total loss -10 +0 = -10
: 2. 90 - 100 = -10; 80 - 90 = -10; wash 10; total loss -10 -10 + 10 = -10
: In short, the formula is correct.
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