e*******r
发帖数: 355 | 1 如果我只做一两个股票或大盘ETF，每天基本都有交易，也就是说一个月会在同一个股
票或ETF上交易N次。
假如交易有亏有赢，那么根据Wash Sale的的规定，所以一个月内有交易超过一次以上
的亏损就不能免税，如果这样的话，将来报税不亏大了？特别是对于那些高频交易的，
不更划不来，除非盈利远远大于亏损。
不知道我的理解对不对？望知道的开导一下
多谢 |
e*******r
发帖数: 355 | 2 顶一下，知道的大牛能不能说一说？
【在 e*******r 的大作中提到】
: 如果我只做一两个股票或大盘ETF，每天基本都有交易，也就是说一个月会在同一个股
: 票或ETF上交易N次。
: 假如交易有亏有赢，那么根据Wash Sale的的规定，所以一个月内有交易超过一次以上
: 的亏损就不能免税，如果这样的话，将来报税不亏大了？特别是对于那些高频交易的，
: 不更划不来，除非盈利远远大于亏损。
: 不知道我的理解对不对？望知道的开导一下
: 多谢
|
G*******m
发帖数: 16326 | 3 Wash Sale的规定很复杂。
如果每次的股数不同就更复杂。
Fidelity会自动算清楚的。 |
c****x
发帖数: 127 | 4 Yes, that's basically it. You can't report loss if you have purchase of
substantially similar equity purchase in the 60 days period(30 days before
and after).
The loophole is "substantially similar". If you sell equity at a loss but
buy calls, then you might be exempted from wash sale but achieve the same
trading effect. YMMV.
【在 e*******r 的大作中提到】
: 如果我只做一两个股票或大盘ETF，每天基本都有交易，也就是说一个月会在同一个股
: 票或ETF上交易N次。
: 假如交易有亏有赢，那么根据Wash Sale的的规定，所以一个月内有交易超过一次以上
: 的亏损就不能免税，如果这样的话，将来报税不亏大了？特别是对于那些高频交易的，
: 不更划不来，除非盈利远远大于亏损。
: 不知道我的理解对不对？望知道的开导一下
: 多谢
|
c**u
发帖数: 2230 | 5 年底前你只要不留这些etf positions, 没问题.
赢利和亏损相抵就行了. 不信你自己算. wash sale是防着人卖了抱loss, 同时又买近
来hold的人. 你day trading 或swing trading只要最后不留positions, 不管你报用什
么方法. wash sale 的算法和trader的算法结果都是一样的. |
c****x
发帖数: 127 | 6 You are so wrong. If you haven't been audited by IRS, count yourself lucky.
【在 c**u 的大作中提到】
: 年底前你只要不留这些etf positions, 没问题.
: 赢利和亏损相抵就行了. 不信你自己算. wash sale是防着人卖了抱loss, 同时又买近
: 来hold的人. 你day trading 或swing trading只要最后不留positions, 不管你报用什
: 么方法. wash sale 的算法和trader的算法结果都是一样的.
|
p****a
发帖数: 4829 | 7 I think he is right. You are wrong.
lucky.
【在 c****x 的大作中提到】
: You are so wrong. If you haven't been audited by IRS, count yourself lucky.
|
c**u
发帖数: 2230 | 8 yeah? I don't think so, double check yourself.
Every year, I use trader's way to file my tax. I also tried wash sale's way.
The condition is that you don't have positions before year end, the result
is the same.
The wash sale way is to defer your loss to when you sell out all the
positions including the positions you buy back after sell. That is the key.
lucky.
【在 c****x 的大作中提到】
: You are so wrong. If you haven't been audited by IRS, count yourself lucky.
|
c****x
发帖数: 127 | 9 Wrong again. The condition is you don't have position before year end AND
>no purchase for 31 days after your last sale. So if you sold you all
your positions on Dec 31st, but then you buy back on Jan 1st, you are still
in violation of the wash sale rule.
Another alternative is to elect mark-to-market for active traders. Wash sale
doesn;t apply at all for mark-to-market traders.
way.
result
【在 c**u 的大作中提到】
: yeah? I don't think so, double check yourself.
: Every year, I use trader's way to file my tax. I also tried wash sale's way.
: The condition is that you don't have positions before year end, the result
: is the same.
: The wash sale way is to defer your loss to when you sell out all the
: positions including the positions you buy back after sell. That is the key.
:
: lucky.
|
b******r
发帖数: 16603 | 10 对头，就是有这个31天的限制。
如果在12月1号前清除了所有的position，12月不再买入，就没问题鸟~ |
