d*********g
发帖数: 225 | 1 如果第一年股票亏本23，000，当年上报3000；
第二年赚10，000
问题是：亏损carryover过来还有20,000，那第二年股票怎么报税？
是20，000 - 10，000 -〉还亏 10，000？
还是10，000 - 3，000 -〉赚7，000，但是还有17，000亏损可以carryover？
谢谢了！！ | r******l
发帖数: 10760 | | G********a
发帖数: 2128 | 3 offset $20000 loss carried over from 2010. then deduct $3000 on 2011 tax
return. the remaining of $7000 loss can be carried over to 2012 | d*********g
发帖数: 225 | | P********6
发帖数: 709 | 5 please provide the source. I'll give you 25 weibi. Thank you.
【在 G********a 的大作中提到】
: offset $20000 loss carried over from 2010. then deduct $3000 on 2011 tax
: return. the remaining of $7000 loss can be carried over to 2012
| G********a
发帖数: 2128 | 6 Under capital losses on pub 550:
"Your allowable capital loss deduction, figured on Schedule D, is the lesser
of:
$3,000 ($1,500 if you are married and file a separate return), or Your total
net loss as shown on line 16 of Schedule D.
You can use your total net loss to reduce your income dollar for dollar, up
to the $3,000 limit."
"If you have a total net loss on line 16 of Schedule D that is more than the
yearly limit on capital loss deductions, you can carry over the unused part
to the next year and treat it as if you had incurred it in that next year.
If part of the loss is still unused, you can carry it over to later years
until it is completely used up.
When you figure the amount of any capital loss carryover to the next year,
you must take the current year's allowable deduction into account, whether
or not you claimed it and whether or not you filed a return for the current
year.
When you carry over a loss, it remains long term or short term. A long-
term capital loss you carry over to the next tax year will reduce that year'
s long-term capital gains before it reduces that year's short-term capital
gains."
【在 P********6 的大作中提到】
: please provide the source. I'll give you 25 weibi. Thank you.
| P********6
发帖数: 709 | 7 包子我给，请笑纳，但是问题我还没有明白。按照你的引文，楼主的问题应该这么回答
啊：
如果第一年股票亏本$23,000，第一年use $3000 to reduce income dollar for
dollar,还有$20,000亏损carryover, 因为"You can use your total net loss to
reduce your income dollar for dollar, up to the $3,000 limit."
第二年赚10,000,那第二年股票应该这么报税:
(1) $10,000-$3,000=$7,000 因为"up to the $3,000 limit",第二年股票算作赚$7,
000
(2) 还有$17,000亏损可以carryover
但是我们应该怎么理解"you can carry over the unused part to the next year and
treat it as if you had incurred it in that next year. "
--------------------------------------------
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标 题: 本站转帐通知单
发信站: BBS 未名空间站 (Wed May 02 09:01:41 2012)
来 源: mitbbs.com
Portfolio6，您好：
您转给 Grizabella,现金(伪币):25,收取手续费:0.25
同时附加了如下留言给 Grizabella.
股票不同年的亏损和盈利
站务 | c*****i
发帖数: 1392 | 8 应该先把你的carryover lost from last year加到今年的gain/lost里面,然后算。这
个例子里，carryover 20000; gain this year 10000, so totally lose 10000.减去
3000，剩7000 carryover到下一年
and
【在 P********6 的大作中提到】
: 包子我给，请笑纳，但是问题我还没有明白。按照你的引文，楼主的问题应该这么回答
: 啊：
: 如果第一年股票亏本$23,000，第一年use $3000 to reduce income dollar for
: dollar,还有$20,000亏损carryover, 因为"You can use your total net loss to
: reduce your income dollar for dollar, up to the $3,000 limit."
: 第二年赚10,000,那第二年股票应该这么报税:
: (1) $10,000-$3,000=$7,000 因为"up to the $3,000 limit",第二年股票算作赚$7,
: 000
: (2) 还有$17,000亏损可以carryover
: 但是我们应该怎么理解"you can carry over the unused part to the next year and
| c**********0
发帖数: 624 | 9 File Schedule D by yourself.
One thing would be make sure they are short term, long term, 28% section
1244 if applicable.
Never offset short term gain with Long term loss. Be careful. | p********9
发帖数: 345 | |
|
