l***y 发帖数: 106 | 1 同一只股票进进出出20+次,填schedule D 时,要每一笔都填,还是可以合起来用一
行?谢谢 |
l*******r 发帖数: 2847 | 2 每笔
【在 l***y 的大作中提到】 : 同一只股票进进出出20+次,填schedule D 时,要每一笔都填,还是可以合起来用一 : 行?谢谢
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l***y 发帖数: 106 | 3 比如说,卖掉1000股,但是选了market price,结果分成5笔卖掉了,这样能否算一笔
计算?谢谢
【在 l*******r 的大作中提到】 : 每笔
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l*******r 发帖数: 2847 | 4 5笔。好像按Sales来的,卖一笔就算一笔。你看看broker给你的1099表就知道了。
【在 l***y 的大作中提到】 : 比如说,卖掉1000股,但是选了market price,结果分成5笔卖掉了,这样能否算一笔 : 计算?谢谢
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m******3 发帖数: 983 | 5 If the same stock, all are short term, you do not need to list each
transaction.
For example, if you purchased and sold IBM 20 time and each time 100 shares.
You need to report as following
Date of purchase --Various
Date of Sale --Various
Proceeds ----- Total proceeds (add all 20 sales)
Cost-----------Total cost(add all 20 purchases)
Make sure you code this as Short Term
Thanks for Baozi
【在 l***y 的大作中提到】 : 同一只股票进进出出20+次,填schedule D 时,要每一笔都填,还是可以合起来用一 : 行?谢谢
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l***y 发帖数: 106 | 6 Thank you so much,this can save me alot of time.
shares.
【在 m******3 的大作中提到】 : If the same stock, all are short term, you do not need to list each : transaction. : For example, if you purchased and sold IBM 20 time and each time 100 shares. : You need to report as following : Date of purchase --Various : Date of Sale --Various : Proceeds ----- Total proceeds (add all 20 sales) : Cost-----------Total cost(add all 20 purchases) : Make sure you code this as Short Term : Thanks for Baozi
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m******3 发帖数: 983 | 7 Save your more time.
If you have tons of transactions, you can create an excel spreadsheet,
List all sales in details in excel and attach the spreadsheet with your tax
return.
Make sure your excel group by short term and long term.
Then you only need to input two lines in schedule D. One line is short term
and the other is long term transactions.
In the description box, put See Attachment 1 or Statement 1
On your excel attachment, please put your NAME AND SSN and Statement 1 on
it.
【在 l***y 的大作中提到】 : Thank you so much,this can save me alot of time. : : shares.
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l***y 发帖数: 106 | 8 Thanks again, please check your 站内邮件。
tax
term
【在 m******3 的大作中提到】 : Save your more time. : If you have tons of transactions, you can create an excel spreadsheet, : List all sales in details in excel and attach the spreadsheet with your tax : return. : Make sure your excel group by short term and long term. : Then you only need to input two lines in schedule D. One line is short term : and the other is long term transactions. : In the description box, put See Attachment 1 or Statement 1 : On your excel attachment, please put your NAME AND SSN and Statement 1 on : it.
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d*****l 发帖数: 8441 | 9 1. 1040D的第一栏空格太少,不够填怎么办?
2. Commission怎么算?算不算cost或者loss? |