d*****t
发帖数: 97 | 1 我前年炒股亏了1万，报税减免3000. 今年又亏了5000（手气有够差的），是claim前年
的loss还是两年一起claim呢？ 表上怎么填，填前年的日期？但不知道去年已经减免的
3000算在哪个股票头上，所以买卖日期不知道怎么算。
我是短线买卖。交易有上百次，是不是每次交易都要写？还是写个summary？ 请大家指
点一下。多谢多谢啦。 |
Q***u
发帖数: 433 | 2 (1) You can only claim capital loss of $3000 each year. The remainder can be
carried over to the next year until the balance is used up. So, in your
case, you used up $3000 loss in 2009 and carried over $7000 into 2010. Since
you had another $5000 loss in 2010, you can claim $3000 this year and carry
a loss of 7000+5000-3000=9000 into 2011. You don't have to report the
selling dates since they have already been reported on your 2009 Schedule D.
On your 2010 Schedule D, there is a line for you to fill up whatever
capital losses you're carrying over from previous years. That's where you
put the number.
(2) Yes, you need to report every single sale (not purchase), no matter how
many you have. Schedule D obviously doesn't have enough space for you. Use
Schedule D-1 to continue your report. |
d*****t
发帖数: 97 | 3 Thank you so much for such detailed reply.
我看了我的记录，有20来种股票反复买进卖出的好多次，broker的报告有100多页啊，
怎么办？不太可能一个一个都报告啊。
还有请问我填total purchases 和total sale是不是就是照着form 1099填。但又问是
不是wash value？不懂，能请大家再指点一下吗？
be
Since
carry
D.
how
【在 Q***u 的大作中提到】
: (1) You can only claim capital loss of $3000 each year. The remainder can be
: carried over to the next year until the balance is used up. So, in your
: case, you used up $3000 loss in 2009 and carried over $7000 into 2010. Since
: you had another $5000 loss in 2010, you can claim $3000 this year and carry
: a loss of 7000+5000-3000=9000 into 2011. You don't have to report the
: selling dates since they have already been reported on your 2009 Schedule D.
: On your 2010 Schedule D, there is a line for you to fill up whatever
: capital losses you're carrying over from previous years. That's where you
: put the number.
: (2) Yes, you need to report every single sale (not purchase), no matter how
|
Q***u
发帖数: 433 | 4 Gosh, more than 100 pages... The easiest way is probably to use a tax
software and allow it to import that data from your broker so that you won't
have to manually type them in. But as far as I know, you do have to list
all sales individually. Someone corrects me if I'm wrong.
Do you understand the concept of "wash sale"? If not, please google it first
. Given the high trading volume you had, I'm almost certain that you've
triggered wash sales a few times. If you've sold before the year end all
shares of the stock who had wash sales, then it doesn't matter. But if you
still have some shares left, then you'll be in a much bigger trouble because
you'll then have to calculate the wash sale values, add the disallowed loss
to the cost basis of replacement shares, and track all these... Believe me,
it's a nightmare. |
d*****t
发帖数: 97 | 5 再次谢谢Qiqiu的热心反复。我有一只股票是跨年度的。看那个schedule d 也没有说要
填wash sale。 打电话给irs，说这么多transaction就手填报税，不需要一项一项列，
但要把broker的报告一起寄。我的broker给我提供了1099 b 表，都是打电话去问，
gain和loss with wash sale adjustment跟那个表上的又不一样。那填啥啊？ 我现在
真的脑袋浆糊了。
't
first
because
loss
【在 Q***u 的大作中提到】
: Gosh, more than 100 pages... The easiest way is probably to use a tax
: software and allow it to import that data from your broker so that you won't
: have to manually type them in. But as far as I know, you do have to list
: all sales individually. Someone corrects me if I'm wrong.
: Do you understand the concept of "wash sale"? If not, please google it first
: . Given the high trading volume you had, I'm almost certain that you've
: triggered wash sales a few times. If you've sold before the year end all
: shares of the stock who had wash sales, then it doesn't matter. But if you
: still have some shares left, then you'll be in a much bigger trouble because
: you'll then have to calculate the wash sale values, add the disallowed loss
|
Q***u
发帖数: 433 | 6 怎么能说Schedule D没有说要填wash sale? Page D-3, about how to record wash
sale in Schedule D:
http://www.irs.gov/pub/irs-pdf/i1040sd.pdf
就我所知，大多数broker都不会帮你track wash sale的，1099-B上没有这个信息，你
必须自己查找。好在你只有一只股票是跨年度的。你可以看一下你最后保存的这个lot
的购买日期，然后前后30天找一下，找到相应的loss，就是你的wash sale，然后用这
个数去offset你的新cost basis。别的lot即使有wash sale也可以不用管了，因为都已
经在2010年卖掉了。
【在 d*****t 的大作中提到】
: 再次谢谢Qiqiu的热心反复。我有一只股票是跨年度的。看那个schedule d 也没有说要
: 填wash sale。 打电话给irs，说这么多transaction就手填报税，不需要一项一项列，
: 但要把broker的报告一起寄。我的broker给我提供了1099 b 表，都是打电话去问，
: gain和loss with wash sale adjustment跟那个表上的又不一样。那填啥啊？ 我现在
: 真的脑袋浆糊了。
:
: 't
: first
: because
: loss
|
d*****t
发帖数: 97 | 7 谢谢啊，讲的真的很清楚。我现在知道怎么填了。不过寄给irs的broker report都不是
wash sale后的，他们只提供买卖的实价。不过似乎也只有这样了。
lot
【在 Q***u 的大作中提到】
: 怎么能说Schedule D没有说要填wash sale? Page D-3, about how to record wash
: sale in Schedule D:
: http://www.irs.gov/pub/irs-pdf/i1040sd.pdf
: 就我所知，大多数broker都不会帮你track wash sale的，1099-B上没有这个信息，你
: 必须自己查找。好在你只有一只股票是跨年度的。你可以看一下你最后保存的这个lot
: 的购买日期，然后前后30天找一下，找到相应的loss，就是你的wash sale，然后用这
: 个数去offset你的新cost basis。别的lot即使有wash sale也可以不用管了，因为都已
: 经在2010年卖掉了。
|
Q***u
发帖数: 433 | 8 It's OK that your 1099-B doesn't show wash sales, but does it show the gains
or losses? My broker only reports the total proceeds and doesn't provide
the original cost basis. If yours is same as mine, then I'll suggest you to
write down the gain/loss next to each 1099-B item. I don't know if IRS has a
standard way to handle this type of situation, but without that gains/
losses information, the broker report isn't really a replacement for
Schedule D. |
H*********s
发帖数: 2724 | |
d*****t
发帖数: 97 | 10 我前年炒股亏了1万，报税减免3000. 今年又亏了5000（手气有够差的），是claim前年
的loss还是两年一起claim呢？ 表上怎么填，填前年的日期？但不知道去年已经减免的
3000算在哪个股票头上，所以买卖日期不知道怎么算。
我是短线买卖。交易有上百次，是不是每次交易都要写？还是写个summary？ 请大家指
点一下。多谢多谢啦。 |
|
|
Q***u
发帖数: 433 | 11 (1) You can only claim capital loss of $3000 each year. The remainder can be
carried over to the next year until the balance is used up. So, in your
case, you used up $3000 loss in 2009 and carried over $7000 into 2010. Since
you had another $5000 loss in 2010, you can claim $3000 this year and carry
a loss of 7000+5000-3000=9000 into 2011. You don't have to report the
selling dates since they have already been reported on your 2009 Schedule D.
On your 2010 Schedule D, there is a line for you to fill up whatever
capital losses you're carrying over from previous years. That's where you
put the number.
(2) Yes, you need to report every single sale (not purchase), no matter how
many you have. Schedule D obviously doesn't have enough space for you. Use
Schedule D-1 to continue your report. |
d*****t
发帖数: 97 | 12 Thank you so much for such detailed reply.
我看了我的记录，有20来种股票反复买进卖出的好多次，broker的报告有100多页啊，
怎么办？不太可能一个一个都报告啊。
还有请问我填total purchases 和total sale是不是就是照着form 1099填。但又问是
不是wash value？不懂，能请大家再指点一下吗？
be
Since
carry
D.
how
【在 Q***u 的大作中提到】
: (1) You can only claim capital loss of $3000 each year. The remainder can be
: carried over to the next year until the balance is used up. So, in your
: case, you used up $3000 loss in 2009 and carried over $7000 into 2010. Since
: you had another $5000 loss in 2010, you can claim $3000 this year and carry
: a loss of 7000+5000-3000=9000 into 2011. You don't have to report the
: selling dates since they have already been reported on your 2009 Schedule D.
: On your 2010 Schedule D, there is a line for you to fill up whatever
: capital losses you're carrying over from previous years. That's where you
: put the number.
: (2) Yes, you need to report every single sale (not purchase), no matter how
|
Q***u
发帖数: 433 | 13 Gosh, more than 100 pages... The easiest way is probably to use a tax
software and allow it to import that data from your broker so that you won't
have to manually type them in. But as far as I know, you do have to list
all sales individually. Someone corrects me if I'm wrong.
Do you understand the concept of "wash sale"? If not, please google it first
. Given the high trading volume you had, I'm almost certain that you've
triggered wash sales a few times. If you've sold before the year end all
shares of the stock who had wash sales, then it doesn't matter. But if you
still have some shares left, then you'll be in a much bigger trouble because
you'll then have to calculate the wash sale values, add the disallowed loss
to the cost basis of replacement shares, and track all these... Believe me,
it's a nightmare. |
d*****t
发帖数: 97 | 14 再次谢谢Qiqiu的热心反复。我有一只股票是跨年度的。看那个schedule d 也没有说要
填wash sale。 打电话给irs，说这么多transaction就手填报税，不需要一项一项列，
但要把broker的报告一起寄。我的broker给我提供了1099 b 表，都是打电话去问，
gain和loss with wash sale adjustment跟那个表上的又不一样。那填啥啊？ 我现在
真的脑袋浆糊了。
't
first
because
loss
【在 Q***u 的大作中提到】
: Gosh, more than 100 pages... The easiest way is probably to use a tax
: software and allow it to import that data from your broker so that you won't
: have to manually type them in. But as far as I know, you do have to list
: all sales individually. Someone corrects me if I'm wrong.
: Do you understand the concept of "wash sale"? If not, please google it first
: . Given the high trading volume you had, I'm almost certain that you've
: triggered wash sales a few times. If you've sold before the year end all
: shares of the stock who had wash sales, then it doesn't matter. But if you
: still have some shares left, then you'll be in a much bigger trouble because
: you'll then have to calculate the wash sale values, add the disallowed loss
|
Q***u
发帖数: 433 | 15 怎么能说Schedule D没有说要填wash sale? Page D-3, about how to record wash
sale in Schedule D:
http://www.irs.gov/pub/irs-pdf/i1040sd.pdf
就我所知，大多数broker都不会帮你track wash sale的，1099-B上没有这个信息，你
必须自己查找。好在你只有一只股票是跨年度的。你可以看一下你最后保存的这个lot
的购买日期，然后前后30天找一下，找到相应的loss，就是你的wash sale，然后用这
个数去offset你的新cost basis。别的lot即使有wash sale也可以不用管了，因为都已
经在2010年卖掉了。
【在 d*****t 的大作中提到】
: 再次谢谢Qiqiu的热心反复。我有一只股票是跨年度的。看那个schedule d 也没有说要
: 填wash sale。 打电话给irs，说这么多transaction就手填报税，不需要一项一项列，
: 但要把broker的报告一起寄。我的broker给我提供了1099 b 表，都是打电话去问，
: gain和loss with wash sale adjustment跟那个表上的又不一样。那填啥啊？ 我现在
: 真的脑袋浆糊了。
:
: 't
: first
: because
: loss
|
d*****t
发帖数: 97 | 16 谢谢啊，讲的真的很清楚。我现在知道怎么填了。不过寄给irs的broker report都不是
wash sale后的，他们只提供买卖的实价。不过似乎也只有这样了。
lot
【在 Q***u 的大作中提到】
: 怎么能说Schedule D没有说要填wash sale? Page D-3, about how to record wash
: sale in Schedule D:
: http://www.irs.gov/pub/irs-pdf/i1040sd.pdf
: 就我所知，大多数broker都不会帮你track wash sale的，1099-B上没有这个信息，你
: 必须自己查找。好在你只有一只股票是跨年度的。你可以看一下你最后保存的这个lot
: 的购买日期，然后前后30天找一下，找到相应的loss，就是你的wash sale，然后用这
: 个数去offset你的新cost basis。别的lot即使有wash sale也可以不用管了，因为都已
: 经在2010年卖掉了。
|
Q***u
发帖数: 433 | 17 It's OK that your 1099-B doesn't show wash sales, but does it show the gains
or losses? My broker only reports the total proceeds and doesn't provide
the original cost basis. If yours is same as mine, then I'll suggest you to
write down the gain/loss next to each 1099-B item. I don't know if IRS has a
standard way to handle this type of situation, but without that gains/
losses information, the broker report isn't really a replacement for
Schedule D. |
H*********s
发帖数: 2724 | |
j****y
发帖数: 26 | 19 弱问，减免的3000，是在收入里减3000，真正退税的时候*税率还是，直接在交的税里
面减3000...
【在 d*****t 的大作中提到】
: 我前年炒股亏了1万，报税减免3000. 今年又亏了5000（手气有够差的），是claim前年
: 的loss还是两年一起claim呢？ 表上怎么填，填前年的日期？但不知道去年已经减免的
: 3000算在哪个股票头上，所以买卖日期不知道怎么算。
: 我是短线买卖。交易有上百次，是不是每次交易都要写？还是写个summary？ 请大家指
: 点一下。多谢多谢啦。
|
i**********o
发帖数: 5993 | 20 收入里减3000
【在 j****y 的大作中提到】
: 弱问，减免的3000，是在收入里减3000，真正退税的时候*税率还是，直接在交的税里
: 面减3000...
|
