f*c 发帖数: 687 | 1 老公老婆各自开户炒股。
老公买了1000股X,跌到10块钱时忍痛割肉。过了几天跌到了8块,老婆想抄底
就买进了1000股捂到了明年。
明年报税的时候这个算不算Wash Sale?
还有一个问题,老公老婆一起报税,是要共填一份Schedule D还是每人各填一份? | i******o 发帖数: 273 | 2 If filling jointly, should need one Schedule D, then will be treated as a
wash sale.
If filling separately, may need separate Schedule D, will still probably be
treated as a wash sale.
"Related parties
If your spouse or an entity which you control repurchases loss securities
within the 61 day window, a wash sale is created. With regard to the
spousal transaction, presumably this is true even if you are married filing
separately or you reside in a non-community property state and the wash sale
is triggered with separate funds." | e******d 发帖数: 1077 | 3 好象报税软件都会自动把lost加到cost里面,自己不用管。
be
filing
sale
【在 i******o 的大作中提到】 : If filling jointly, should need one Schedule D, then will be treated as a : wash sale. : If filling separately, may need separate Schedule D, will still probably be : treated as a wash sale. : "Related parties : If your spouse or an entity which you control repurchases loss securities : within the 61 day window, a wash sale is created. With regard to the : spousal transaction, presumably this is true even if you are married filing : separately or you reside in a non-community property state and the wash sale : is triggered with separate funds."
| a**h 发帖数: 1085 | 4
-----------取决于然后怎么样
【在 f*c 的大作中提到】 : 老公老婆各自开户炒股。 : 老公买了1000股X,跌到10块钱时忍痛割肉。过了几天跌到了8块,老婆想抄底 : 就买进了1000股捂到了明年。 : 明年报税的时候这个算不算Wash Sale? : 还有一个问题,老公老婆一起报税,是要共填一份Schedule D还是每人各填一份?
| C********1 发帖数: 5281 | 5 从割肉到再买进,不到一个月,应该算WASH SELL。不过相比之下,这2元差价应该比税
的增加大多了吧? |
|