F**Y
发帖数: 437 | 1 我们都知道持有某种股票61天以上，dividend前几万免税。
现在有一直情况：我持有300股BP3个月，后来又买了300BP(这300股没到61天）。如果
我要卖300股BP（从一个账号），那卖出的是前面300股呢还是后面300股。dividend可
以免税吗？ |
y********n
发帖数: 4452 | 2 有些brokerage可以挑卖哪一批入手的股票。详细找客服。
【在 F**Y 的大作中提到】
: 我们都知道持有某种股票61天以上，dividend前几万免税。
: 现在有一直情况：我持有300股BP3个月，后来又买了300BP(这300股没到61天）。如果
: 我要卖300股BP（从一个账号），那卖出的是前面300股呢还是后面300股。dividend可
: 以免税吗？
|
t*******s
发帖数: 4 | 3 Scottrade: you can only change lots selection after a sale is completed and
before the sale is settled. The feature is under "Raw Trades" of Gain/Loss
Tax Center of website.
Fidelity: you can select lots when creating a sell order. You can also
change lots selection afterwards before settlement.
Etrade: similar to Scottrade, but here:
https://us.etrade.com/e/t/accounts/taxablegainssnapshot
I don't use their desktop power platform so don't know if it lets you select
lots when creating a sell order.
That's what I know of.
Likely most brokers let you specify a default tax strategy (LIFO is default)
and follow regulations, which allow changing lots selection before the sale
is settled. |
F**Y
发帖数: 437 | 4 这样啊，我去试试。谢谢。
and
select
【在 t*******s 的大作中提到】
: Scottrade: you can only change lots selection after a sale is completed and
: before the sale is settled. The feature is under "Raw Trades" of Gain/Loss
: Tax Center of website.
: Fidelity: you can select lots when creating a sell order. You can also
: change lots selection afterwards before settlement.
: Etrade: similar to Scottrade, but here:
: https://us.etrade.com/e/t/accounts/taxablegainssnapshot
: I don't use their desktop power platform so don't know if it lets you select
: lots when creating a sell order.
: That's what I know of.
|
