l***s
发帖数: 259 | 1 Gurus,
I need to exercise some stock options due to company merge this month, which
is a unexpected event.
and i got two options, cash exercise or same day sale, i'd like to push some
taxable income to next year or even later if possible.
Does it make any difference which option i choose? if i cash exercise, the
stock will be converted to the stock of the new company later this month,
will it be considered a taxable event? so eventually there is no difference between the two options as far as tax goes? | t**********d
发帖数: 102 | 2 你可以cash exercise， 放一年，再賣，tax rate 屬於long term ，15％
或你可以exercise and sell 同一天，（應該有 non cash exercise/settlement 的），就是你不出
一分錢，broker 直接把差價（gain）給你，如果是這樣，就是short term， tax rate
25％
完全看你對公司和他的股價有沒有信心。如果你做short term，如果你IRA 有room，再
把gain 放到 IRA account，可以稍微避點稅。
Key： tax 差15％
Stock price － never know， maybe >15% both directions | l***s
发帖数: 259 | 3 thanks a lot, I need to push some taxable income to next year..
so if i exercise and sell, I will pay the ordinary income tax on (current
option - option grant price), and I cannot offset other short term capital
loss, correct?
if purchase and hold for a year, there will not be any taxable event right
now and I will pay for 15% tax on (future price - option grant price) later
on, correct? even if I sell it within one year, at least I don't have to pay
tax for 2010?
if i choose 2nd option, does it make any difference on tax when my purchase
stock being converted to new company stock later this year?
again thanks a lot for the help | S******7
发帖数: 561 | 4 前个贴说:
short term 的 是15%
Long term 的是 25－28％ （hold 一年)
跟这里是相反的，SHORT TERM， LONG TERM，到底哪个税低呢？
），就是你不出
rate
【在 t**********d 的大作中提到】
: 你可以cash exercise， 放一年，再賣，tax rate 屬於long term ，15％
: 或你可以exercise and sell 同一天，（應該有 non cash exercise/settlement 的），就是你不出
: 一分錢，broker 直接把差價（gain）給你，如果是這樣，就是short term， tax rate
: 25％
: 完全看你對公司和他的股價有沒有信心。如果你做short term，如果你IRA 有room，再
: 把gain 放到 IRA account，可以稍微避點稅。
: Key： tax 差15％
: Stock price － never know， maybe >15% both directions
| t**********d
发帖数: 102 | 5 哎呀呀，寫反了，u r right。
Long term 的低 15％
short term 的高 25％
【在 S******7 的大作中提到】
: 前个贴说:
: short term 的 是15%
: Long term 的是 25－28％ （hold 一年)
: 跟这里是相反的，SHORT TERM， LONG TERM，到底哪个税低呢？
:
: ），就是你不出
: rate
| t**********d
发帖数: 102 | 6 Question 1： first， you have to get long term and short term capital gain／loss calculation
separately, and then to find your total net capital loss (long term and
short term). In your case, you can use your short-term loss to offset the
capital gain from exercising the option. If you still have the loss, you can
deduct the net loss from your other income, max. amount is $3000. The
remaining can be carry forwarded and can be used to deduct the next year's
income.
Question 2: If you purchase and hold for a year, I would assume that it
would be 2012, so there is no tax consequence for 2011.
Question 3: If just simply covert to the new stock, you cost basis will stay
the same, so does the tax rate.
Hope it helps. | l***s
发帖数: 259 | 7 awesome thanks!
／loss calculation
can
stay
【在 t**********d 的大作中提到】
: Question 1： first， you have to get long term and short term capital gain／loss calculation
: separately, and then to find your total net capital loss (long term and
: short term). In your case, you can use your short-term loss to offset the
: capital gain from exercising the option. If you still have the loss, you can
: deduct the net loss from your other income, max. amount is $3000. The
: remaining can be carry forwarded and can be used to deduct the next year's
: income.
: Question 2: If you purchase and hold for a year, I would assume that it
: would be 2012, so there is no tax consequence for 2011.
: Question 3: If just simply covert to the new stock, you cost basis will stay
|
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