q*a
发帖数: 518 | 1 1.Bought 200 shares UGAZ 11/26/2104 @ 15.91$
2.Bought 200 shares UGAZ 12/02/2104 @ 10.52$
3.Bought 200 shares UGAZ 12/24/2104 @ 4.62$
For the first 200 shares UGAZ, suppose I sold them this year some time
before 12/31 market close @ 5$/share (just for example), will it consider as
wash sale since I bought 200 shares 12/24? Will my Fidelity account counts
the 2182$ include the total loss/gain ((15.91-5) * 200)? Thanks. |
q*a
发帖数: 518 | |
a********m
发帖数: 15480 | |
q*a
发帖数: 518 | 4 But my last buy was 12/24, I just want to sell the first buy which was 11/26
some time before end of this year.
【在 a********m 的大作中提到】
: 俺的理解是不会。因为是卖掉之后30天不可以买。
|
w**k
发帖数: 6722 | 5 I think I already answered your question yesterday. Somehow posts got messed
up, so BM deleted them. |
w**k
发帖数: 6722 | 6 basically it would be a wash sale if you sell 200 shares today and the loss
will be added to the cost base of your other 400 shares |
q*a
发帖数: 518 | 7 Thanks for help. Have a nice holidays.
loss
【在 w**k 的大作中提到】
: basically it would be a wash sale if you sell 200 shares today and the loss
: will be added to the cost base of your other 400 shares
|
a********m
发帖数: 15480 | 8 这个是不是和系统有关？如果能选哪些卖掉应该就没问题吧？
loss
【在 w**k 的大作中提到】
: basically it would be a wash sale if you sell 200 shares today and the loss
: will be added to the cost base of your other 400 shares
|
w**k
发帖数: 6722 | 9 you can choose which lot of shares to sell for consideration of long-term or
short-term tax, but you can not avoid wash sale rules if you buy (back)
within 30-day of your selling.
【在 a********m 的大作中提到】
: 这个是不是和系统有关？如果能选哪些卖掉应该就没问题吧？
:
: loss
|
a********m
发帖数: 15480 | 10 sell之前的也算within？
or
【在 w**k 的大作中提到】
: you can choose which lot of shares to sell for consideration of long-term or
: short-term tax, but you can not avoid wash sale rules if you buy (back)
: within 30-day of your selling.
|
a********m
发帖数: 15480 | 11 查了一下。根据wiki上的定义，前后30天都不可以。
Under Section 1091, a wash sale occurs when a taxpayer sells or trades stock
or securities at a loss, and within 30 days before or after the sale: |
q*a
发帖数: 518 | 12 Thanks. Happy New Year.
stock
【在 a********m 的大作中提到】
: 查了一下。根据wiki上的定义，前后30天都不可以。
: Under Section 1091, a wash sale occurs when a taxpayer sells or trades stock
: or securities at a loss, and within 30 days before or after the sale:
|
