o******d
发帖数: 679 | 1 去年4月刚刚开始炒，逐渐逐渐注入资金，后来亏太多, 大概3万
在12月就全抛掉了，交易笔数很多
怎么报税最合理，以后不玩了 | Q***u
发帖数: 433 | 2 About too many transactions, please refer to this post:
http://www.mitbbs.com/article_t/TAX/31265347.html
The OP said IRS told him that he could simply attach the 1099-B to avoid
typing in all the transactions.
Other than that, there really isn't any "most reasonable" way to file your
return. You can only claim a loss of $3000 if married and filing jointly (
otherwise, it's only $1500). The rest will be carried over to the next year
and so on, until you use them up.
Since you've dumped them all at the year end, you don't have to worry about
wash sale rules. | H*********s
发帖数: 2724 | 3 请问, LD 买过一基金,一直亏,准备今年卖掉:
1)每年都收到STATEMENT,告诉我们亏多少,应该填税表中吗?
2) 如果卖掉,亏大约$2,000,填在明年２０４０的CAPITAL ＬＯＳＳ 中吗？
多谢！
year
about
【在 Q***u 的大作中提到】
: About too many transactions, please refer to this post:
: http://www.mitbbs.com/article_t/TAX/31265347.html
: The OP said IRS told him that he could simply attach the 1099-B to avoid
: typing in all the transactions.
: Other than that, there really isn't any "most reasonable" way to file your
: return. You can only claim a loss of $3000 if married and filing jointly (
: otherwise, it's only $1500). The rest will be carried over to the next year
: and so on, until you use them up.
: Since you've dumped them all at the year end, you don't have to worry about
: wash sale rules.
| v********m
发帖数: 3531 | 4 卖掉以后才报税。哪一年卖的报在哪一年。
【在 H*********s 的大作中提到】
: 请问, LD 买过一基金,一直亏,准备今年卖掉:
: 1)每年都收到STATEMENT,告诉我们亏多少,应该填税表中吗?
: 2) 如果卖掉,亏大约$2,000,填在明年２０４０的CAPITAL ＬＯＳＳ 中吗？
: 多谢！
:
: year
: about
| Q***u
发帖数: 433 | 5 (1) No，只有卖掉后、产生了realized gain/loss时才需要报税。
(2) Yes. If you two file joint tax return, you can claim $3000 capital loss
in a year.
【在 H*********s 的大作中提到】
: 请问, LD 买过一基金,一直亏,准备今年卖掉:
: 1)每年都收到STATEMENT,告诉我们亏多少,应该填税表中吗?
: 2) 如果卖掉,亏大约$2,000,填在明年２０４０的CAPITAL ＬＯＳＳ 中吗？
: 多谢！
:
: year
: about
| H*********s
发帖数: 2724 | |
|
