l******s 发帖数: 1276 | 1 IRS寄了一封信,列了去年我的trade, 都是我的broker report给IRS的卖出股票的明细
1099-B
1099-B里面所有的卖出价格,没有成本价。 让我看看是不是正确,去年有上千个trade
...都是IB里面做的,我去年报税的时候只是用了IB给的Gain/Loss sheet附加在
schedule D上面的,现在IRS让我check,如果有不正确的就file1040X...
板上有类似情况的吗?我该怎么办?用tradelog再做一份schedule? |
x*******u 发帖数: 56 | |
b*****g 发帖数: 983 | 3 add your cost base and mail it back
trade
【在 l******s 的大作中提到】![](/moin_static193/solenoid/img/up.png) : IRS寄了一封信,列了去年我的trade, 都是我的broker report给IRS的卖出股票的明细 : 1099-B : 1099-B里面所有的卖出价格,没有成本价。 让我看看是不是正确,去年有上千个trade : ...都是IB里面做的,我去年报税的时候只是用了IB给的Gain/Loss sheet附加在 : schedule D上面的,现在IRS让我check,如果有不正确的就file1040X... : 板上有类似情况的吗?我该怎么办?用tradelog再做一份schedule?
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s******v 发帖数: 4495 | 4 IRS只有broker报的sale records,IB给 G/L可能对不上,特别是sales总数,而且如果
有大笔的option交易,也可能对不上。只要tradelog能对上,就行了。
trade
【在 l******s 的大作中提到】![](/moin_static193/solenoid/img/up.png) : IRS寄了一封信,列了去年我的trade, 都是我的broker report给IRS的卖出股票的明细 : 1099-B : 1099-B里面所有的卖出价格,没有成本价。 让我看看是不是正确,去年有上千个trade : ...都是IB里面做的,我去年报税的时候只是用了IB给的Gain/Loss sheet附加在 : schedule D上面的,现在IRS让我check,如果有不正确的就file1040X... : 板上有类似情况的吗?我该怎么办?用tradelog再做一份schedule?
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s********n 发帖数: 151 | 5 Don't sweat it. Just get your cost basis and make sure the total of sales
proceeds match the total reported by brokerage to IRS. If there is a
difference, just file 1040X. There is no penalty if you do it before their
deadline. You only pay interest if you owe money.
I paid back taxes based on wrong deduction for several years, etc, it's no
big deal. |
s********n 发帖数: 151 | 6 by the way, you have over 1000 trades a year. You are going to have a LONG
list in your schedule D. I have never seen a list longer than like 20/30
trades a year. This year I probably had fewer than 10 trades.
Hope you have gainskeeper software to do it for you. Otherwise it's gonna be
a pain in the butt. |
l******s 发帖数: 1276 | 7 Thanks man, I always use the schedule D generated by IB to report tax
schedule D1.
But the format is a little bit different so I have to fill in a net in
schedule D (as one trade) and fill the details in D1.
It's really a big pain to calculate the net so I am using tradelog for this
purpose now. If you know a better software, please let me know...
be
【在 s********n 的大作中提到】![](/moin_static193/solenoid/img/up.png) : by the way, you have over 1000 trades a year. You are going to have a LONG : list in your schedule D. I have never seen a list longer than like 20/30 : trades a year. This year I probably had fewer than 10 trades. : Hope you have gainskeeper software to do it for you. Otherwise it's gonna be : a pain in the butt.
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