c*g
发帖数: 159 | |
w*******g
发帖数: 9932 | 2 Yes
【在 c*g 的大作中提到】
: 如题，谢谢！
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c*g
发帖数: 159 | 3 谢谢回复。
我是用H&R Block报税，好像不能offset.因为rental是passive income而我不是real
estate professional.
仔细看了Net Investment Income Tax的Form 8960, Line 4a 是从1040 Line 17来的。
而1040 Line 17是从Schedule E来的。Line 22 (6) allowed income or loss this
year is 0.
【在 w*******g 的大作中提到】
: Yes
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w*******g
发帖数: 9932 | 4 http://www.bankrate.com/finance/taxes/cashing-in-deferred-passive-losses.aspx
investment income is also passive and you can certainly offset it.
【在 c*g 的大作中提到】
: 谢谢回复。
: 我是用H&R Block报税，好像不能offset.因为rental是passive income而我不是real
: estate professional.
: 仔细看了Net Investment Income Tax的Form 8960, Line 4a 是从1040 Line 17来的。
: 而1040 Line 17是从Schedule E来的。Line 22 (6) allowed income or loss this
: year is 0.
|
c*g
发帖数: 159 | 5 http://www.bankrate.com/finance/taxes/cashing-in-deferred-passive-losses.aspx 的例子是用carryforward 的rental loss来offset property sale的capital gain. 这个是可以的。但是不能用来offset current tax year的investment income来减低3.8%的NIIT
【在 w*******g 的大作中提到】
: http://www.bankrate.com/finance/taxes/cashing-in-deferred-passive-losses.aspx
: investment income is also passive and you can certainly offset it.
|
w*******g
发帖数: 9932 | 6 your investment income is not from capital gain, then what is your
investment income?
investment income by definition is passive
the link is just an example. The principle here is passive loss offsetting
passive income regardless it's current year or carry over.
capital gain doesn't have to be from selling real estate. stocks work too.
【在 c*g 的大作中提到】
: http://www.bankrate.com/finance/taxes/cashing-in-deferred-passive-losses.aspx 的例子是用carryforward 的rental loss来offset property sale的capital gain. 这个是可以的。但是不能用来offset current tax year的investment income来减低3.8%的NIIT
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c*g
发帖数: 159 | 7
https://www.irs.gov/taxtopics/tc559.html
In general, net investment income for purpose of this tax, includes, but isn
't limited to:
interest, dividends, certain annuities, royalties, and rents (unless derived
in a trade or business in which the NIIT doesn't apply),
income derived in a trade or business which is a passive activity or trading
in financial instruments or commodities, and
net gains from the disposition of property (to the extent taken into account
in computing taxable income), other than property held in a trade or
business to which NIIT doesn't apply.
【在 w*******g 的大作中提到】
: your investment income is not from capital gain, then what is your
: investment income?
: investment income by definition is passive
: the link is just an example. The principle here is passive loss offsetting
: passive income regardless it's current year or carry over.
: capital gain doesn't have to be from selling real estate. stocks work too.
|
w*******g
发帖数: 9932 | 8 I really don't understand what you are trying to say here.
The definition of net investment income has nothing to with whether your
income can be offset by rental loss.
talk to an accountant if you don't believe me
isn
derived
trading
account
【在 c*g 的大作中提到】
:
: https://www.irs.gov/taxtopics/tc559.html
: In general, net investment income for purpose of this tax, includes, but isn
: 't limited to:
: interest, dividends, certain annuities, royalties, and rents (unless derived
: in a trade or business in which the NIIT doesn't apply),
: income derived in a trade or business which is a passive activity or trading
: in financial instruments or commodities, and
: net gains from the disposition of property (to the extent taken into account
: in computing taxable income), other than property held in a trade or
|
c**h
发帖数: 491 | 9 what is your investment income? if it is stocks, the answer is no. you
report the investment and rental with different schedules. |
c*g
发帖数: 159 | 10 My investment income last year includes interest and dividend.
It seemed that the passive rental loss can not be used to offset the net
investment income, similar to the rule that it can not be used to offset
ordinary income. It can only be carried over to offset future property sale
capital gain or future passive rental income.
【在 c**h 的大作中提到】
: what is your investment income? if it is stocks, the answer is no. you
: report the investment and rental with different schedules.
|
c**h
发帖数: 491 | 11 It depends on your AGI or MAGI. Your AGI must be very high, which is a good
thing.
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