s********r 发帖数: 2067 | 1 FIDELITY网站上看到的:
Another strategy Forrest suggests considering is harvesting your losses this
year even if they exceed the $3,000 limit that you can deduct in any one
year. The excess losses can be carried over to a future year, when the
capital gains rate might be higher.
http://personal.fidelity.com/misc/framesets/iwarticle.shtml?pagename=IW081107IMtaxlead1
从来没听说过此事,有高人能确认一下么?
谢谢! |
c****n 发帖数: 87 | 2 我完全不明白。如果今年我把fidelity(包括Roth IRA)里的MF都卖掉就能报loss吗?
但是有个limit,今年最多只能有报3000?然后超过的明年还可以继续报? |
d****e 发帖数: 326 | 3 for net capital loss
you can deduct 3k and then carry forward
this
【在 s********r 的大作中提到】![](/moin_static193/solenoid/img/up.png) : FIDELITY网站上看到的: : Another strategy Forrest suggests considering is harvesting your losses this : year even if they exceed the $3,000 limit that you can deduct in any one : year. The excess losses can be carried over to a future year, when the : capital gains rate might be higher. : http://personal.fidelity.com/misc/framesets/iwarticle.shtml?pagename=IW081107IMtaxlead1 : 从来没听说过此事,有高人能确认一下么? : 谢谢!
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d****e 发帖数: 326 | 4 btw, i am not 高人
只是take了federal tax的课
【在 d****e 的大作中提到】![](/moin_static193/solenoid/img/up.png) : for net capital loss : you can deduct 3k and then carry forward : : this
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s********r 发帖数: 2067 | 5 谢谢指教!
如果今年兑现损失了好几万,明后几年又都是熊市没挣回来。
今年的损失可以长时间carry over么?还是有一定的年数限制?
【在 d****e 的大作中提到】![](/moin_static193/solenoid/img/up.png) : for net capital loss : you can deduct 3k and then carry forward : : this
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d****e 发帖数: 326 | 6 应该没时间限制的吧
【在 s********r 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 谢谢指教! : 如果今年兑现损失了好几万,明后几年又都是熊市没挣回来。 : 今年的损失可以长时间carry over么?还是有一定的年数限制?
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j*e 发帖数: 1987 | 7 Roth IRA的loss不能抵税吧
【在 c****n 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 我完全不明白。如果今年我把fidelity(包括Roth IRA)里的MF都卖掉就能报loss吗? : 但是有个limit,今年最多只能有报3000?然后超过的明年还可以继续报?
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