s****t
发帖数: 1535 | 1 正在用 turbotax 报股票部分(目前交易数目过多,无法导入,只能手动填), 但个人2016
有 4000元的股票loss 是 wash sale.
我知道这部分是不能抵税的. 我担心如果不体现在税表上, 会不会影响我2017年的税.
怎样才能体现这部分loss在税表上? 该怎么填?
打比方, 我2017 如果股票盈利 1000元, 实际上 我还是 1000-4000= -3000元loss
如果2016税表不体现那部分-4000, 我2017 就变成 +1000, 那就要报盈利税了. 晕
--------------------
好多8949的code, 彻底晕了
以下是文档引用
Form 8949 Adjustment Codes
Certain adjustments to capital gain or loss amounts require a special code
as outlined in the Schedule D and Form 8949 instructions. If your
transactions require any of these adjustments, you must enter the total
adjustment (as a positive or negative number) and include the code(s) and
adjustment amount on your statement.
You must also enter the total of all adjustments on your statement, and all
Adjustment Codes used on your statement, in TurboTax. If more than one code
applies, enter all the codes that apply (for example, "BOQ"). Do not
separate the codes by a space or comma.
These are the adjustment codes recognized by the IRS: B, C, D, E, H, L, M, N
, O, Q, R, S, T, W, X
Note: If code "C" is used, then all gain/loss resulting from the sales
summarized by this entry will be treated as 28% (collectible) gain. As a
result, if you need to use summary reporting for sales of collectibles and
other items, then you should enter these as two separate summaries - one
summarizing only the collectible sales and one summarizing all sales of
other items.
(Code "M", indicating you're reporting a summary of sales, will
automatically be added to your sales summary by TurboTax, and does not need
to be entered by you.) | y******o
发帖数: 807 | | D********5
发帖数: 258 | 3 wash sale loss is disallowed. so you will have to add it back.use code "W" | a****1
发帖数: 385 | 4 什么叫wash sale？为什么我公司的rsu在vested那天卖掉一部分cover tax的时候也算
wash sale了。 |
|
