c***e
发帖数: 19 | 1 1) 10/1 BUY 100 ABC with total cost $2000
2) 10/10 SELL 100 ABC for $2500 (gain $500)
3) 10/15 BUT 100 ABC with total cost $2000
4) 10/20 SELL 100 ABC for $1000 (loss -$1000)
Wellstrade (wellfargo) now report item 4) as wash sale cause I brought 100
ABC on 10/1 which is in 60day range of item 4) loss. But if they consider
item 4) is wash sale, they should adjust cost base of item 1 to be $3000,
but they didn't.
I called them, the agent said: item 4 is a wash sale because of it meets the
60days rule. In order to report the loss, I can buy back stock in 30 days
after 10/20. Since I did not buy back any stock afterwards, I lost the
chance to report wash sale loss forever. The guy claims he is a manager, and
have answered customer same question thousands of times.
我的理解是，如果在年底前买出所有股票（同时没有在一月份买回），我们应该可以报
所有的损失。难道这个理解是错误的？
谢谢 | d**********p
发帖数: 20 | 2 It's not wash sale IMO. The first 100 shares should not be considered as
replacement shares of the second 100 shares you bought. In fact, if FIFO
match method is used, wash sale rules should never look back on past trades.
The definition of 30 days before a trade is for people use other match
method.
Just my 2 cents. You may want to study the wash sale rules carefully and
argue with them.
the
【在 c***e 的大作中提到】
: 1) 10/1 BUY 100 ABC with total cost $2000
: 2) 10/10 SELL 100 ABC for $2500 (gain $500)
: 3) 10/15 BUT 100 ABC with total cost $2000
: 4) 10/20 SELL 100 ABC for $1000 (loss -$1000)
: Wellstrade (wellfargo) now report item 4) as wash sale cause I brought 100
: ABC on 10/1 which is in 60day range of item 4) loss. But if they consider
: item 4) is wash sale, they should adjust cost base of item 1 to be $3000,
: but they didn't.
: I called them, the agent said: item 4 is a wash sale because of it meets the
: 60days rule. In order to report the loss, I can buy back stock in 30 days
| c***e
发帖数: 19 | 3 是呀，如果按股票售出时间FIFO看，前面100股已经先出售了，有收益，从税务的角度
一切已经清了，不应该对后面的交易有任何影响，换句话说，后面交易的wash sale
rule不应该看前一项交易。
不知道其他的broker是不是也这样申报的。以后只有对更加小心避免这种情况。
另外如果给IRS写信问问，不知道他们会不会给一个确定的回答，这个税法真是麻烦，
估计IRS的人也不一定说得清。
trades.
【在 d**********p 的大作中提到】
: It's not wash sale IMO. The first 100 shares should not be considered as
: replacement shares of the second 100 shares you bought. In fact, if FIFO
: match method is used, wash sale rules should never look back on past trades.
: The definition of 30 days before a trade is for people use other match
: method.
: Just my 2 cents. You may want to study the wash sale rules carefully and
: argue with them.
:
: the
| f******d
发帖数: 6361 | 4 1. 问irs，他们可能要你问会计师，他们木法回答很specific的税务问题
2. 问一般的tax professional ，如话痨妹所说，95%都不懂capital gain tax的很多
细则。
3. 你不可以依赖你的broker，他们有默认的计算方法，你完全没有必要follow他们的
default rule.
4. in your case， i did not see any wash sale violation. the 1st and 2nd
trade together is a profitable trade, the 3rd and 4th trade together is a
lost trade.
overall, you have net loss, and you report this net loss to irs (i assume
you have no other trades), very straightforward. Also, your net loss is less
than 3k,
so you have no carry over for 2012.
【在 c***e 的大作中提到】
: 是呀，如果按股票售出时间FIFO看，前面100股已经先出售了，有收益，从税务的角度
: 一切已经清了，不应该对后面的交易有任何影响，换句话说，后面交易的wash sale
: rule不应该看前一项交易。
: 不知道其他的broker是不是也这样申报的。以后只有对更加小心避免这种情况。
: 另外如果给IRS写信问问，不知道他们会不会给一个确定的回答，这个税法真是麻烦，
: 估计IRS的人也不一定说得清。
:
: trades.
| c***e
发帖数: 19 | 5 非常感谢！
我报税的时候确实没有按broker说的不报第三四个交易的损失，本来觉得他们错了，想
要他们更正，没想到他们振振有词搞出一大堆理由。看来还是不理它了，IRS如果真的
audit，我想我也解释得通。
less
【在 f******d 的大作中提到】
: 1. 问irs，他们可能要你问会计师，他们木法回答很specific的税务问题
: 2. 问一般的tax professional ，如话痨妹所说，95%都不懂capital gain tax的很多
: 细则。
: 3. 你不可以依赖你的broker，他们有默认的计算方法，你完全没有必要follow他们的
: default rule.
: 4. in your case， i did not see any wash sale violation. the 1st and 2nd
: trade together is a profitable trade, the 3rd and 4th trade together is a
: lost trade.
: overall, you have net loss, and you report this net loss to irs (i assume
: you have no other trades), very straightforward. Also, your net loss is less
| f******d
发帖数: 6361 | 6 他们没有错，只是按他们自己的rule来算而已，所以没必要“更正”， 只是你不需要
按他们的rule来算，很flexible的。
【在 c***e 的大作中提到】
: 非常感谢！
: 我报税的时候确实没有按broker说的不报第三四个交易的损失，本来觉得他们错了，想
: 要他们更正，没想到他们振振有词搞出一大堆理由。看来还是不理它了，IRS如果真的
: audit，我想我也解释得通。
:
: less
| t******g
发帖数: 252 | 7 This is not a wash sale, since the initial buy is not replacement.
http://fairmark.com/capgain/wash/wsreplac.htm |
|
