h***h
发帖数: 45 | 1 去年投资损失一大笔，可是返回的1099表中只有DIVIDEND，根本没有CAPITAL LOSS，只
是CAPITAL GAIN 是0。 我可以直接根据STATEMENT，把损失的钱填到1040中吗？
以前有gain的时候，每年填税都算到收入中。如果损失的不能填到税表中，那也太不公
平了。因为持有的基金一直都没有买卖过。根本没有赚到任何钱。
谢谢回答！ | j***5
发帖数: 39 | 2 you can claim $3000 maximum capital loss each year. for the rest of the loss
you can carry over. line 13 of Form 1040 is for both capital gain and loss. | m******3
发帖数: 983 | 3 If you did not sell your mutual fund, the loss is only paper loss. You
cannot deduct paper loss.
If you sold the mutual fund, you should have 1099 B from brokerage. You may
download online from your account. |
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