q****x
发帖数: 7404 | 1 【 以下文字转载自 Investment 讨论区 】
发信人: quantx (X矿工), 信区: Investment
标 题: 问个capital loss carryover的问题 (转载)
发信站: BBS 未名空间站 (Sun Feb 24 19:34:05 2013, 美东)
发信人: quantx (X矿工), 信区: SanFrancisco
标 题: 问个capital loss carryover的问题
发信站: BBS 未名空间站 (Sun Feb 24 19:27:56 2013, 美东)
2011短期亏6000，长期亏2000，抵消3000块2011收入后，carry over的长短期损失各是
多少？按比例摊，还是说合并损失5000，不分长短一起带入2012？ | c**2
发帖数: 8496 | 2 because both were loss in 2011, so just combine them together. If in 2011
one is gain and one is loss, you need to go through work sheets (applying
different rates) to determine 2011 loss/gain amount (and which should be
done in spring 2012, now is too late).
after 2011 loss is determined, the negative balance (after deducting 3000)
will be carry over to 2012. | q****x
发帖数: 7404 | 3 isn't LT loss for offset of LT gain, ST loss for ST gain?
if my loss in 2011 doesn't distinguish ST and LT, how could i do the
separated offset?
【在 c**2 的大作中提到】
: because both were loss in 2011, so just combine them together. If in 2011
: one is gain and one is loss, you need to go through work sheets (applying
: different rates) to determine 2011 loss/gain amount (and which should be
: done in spring 2012, now is too late).
: after 2011 loss is determined, the negative balance (after deducting 3000)
: will be carry over to 2012.
| c**2
发帖数: 8496 | 4 because in your case both 2011 LT and 2011 ST are loss, so it's simple, just
add them together. Loss is loss, no tax is evaluated. If both are gain,
different tax rates are evaluated, not just simply add them up as your gain.
If you have gain in one and loss in the other, you need even more
calculations, follow the worksheet. | q****x
发帖数: 7404 | 5 【 以下文字转载自 Investment 讨论区 】
发信人: quantx (X矿工), 信区: Investment
标 题: 问个capital loss carryover的问题 (转载)
发信站: BBS 未名空间站 (Sun Feb 24 19:34:05 2013, 美东)
发信人: quantx (X矿工), 信区: SanFrancisco
标 题: 问个capital loss carryover的问题
发信站: BBS 未名空间站 (Sun Feb 24 19:27:56 2013, 美东)
2011短期亏6000，长期亏2000，抵消3000块2011收入后，carry over的长短期损失各是
多少？按比例摊，还是说合并损失5000，不分长短一起带入2012？ | c**2
发帖数: 8496 | 6 because both were loss in 2011, so just combine them together. If in 2011
one is gain and one is loss, you need to go through work sheets (applying
different rates) to determine 2011 loss/gain amount (and which should be
done in spring 2012, now is too late).
after 2011 loss is determined, the negative balance (after deducting 3000)
will be carry over to 2012. | q****x
发帖数: 7404 | 7 isn't LT loss for offset of LT gain, ST loss for ST gain?
if my loss in 2011 doesn't distinguish ST and LT, how could i do the
separated offset?
【在 c**2 的大作中提到】
: because both were loss in 2011, so just combine them together. If in 2011
: one is gain and one is loss, you need to go through work sheets (applying
: different rates) to determine 2011 loss/gain amount (and which should be
: done in spring 2012, now is too late).
: after 2011 loss is determined, the negative balance (after deducting 3000)
: will be carry over to 2012.
| c**2
发帖数: 8496 | 8 because in your case both 2011 LT and 2011 ST are loss, so it's simple, just
add them together. Loss is loss, no tax is evaluated. If both are gain,
different tax rates are evaluated, not just simply add them up as your gain.
If you have gain in one and loss in the other, you need even more
calculations, follow the worksheet. | q****x
发帖数: 7404 | 9 i still don't get it.
say if in 2010 i have both LT loss x and ST loss y. 3k cap loss was deducted
in 2010 tax form. so my carryover is x + y - 3k, assuming x + y > 3k.
in 2011 i have both LT gain a and ST gain b. how can i calculate my cap gain
in 2011 now?
just
gain.
【在 c**2 的大作中提到】
: because in your case both 2011 LT and 2011 ST are loss, so it's simple, just
: add them together. Loss is loss, no tax is evaluated. If both are gain,
: different tax rates are evaluated, not just simply add them up as your gain.
: If you have gain in one and loss in the other, you need even more
: calculations, follow the worksheet.
| b******e
发帖数: 138 | 10 i see you are a little frustrated now, so I cannot help jumping in.
use the gain/loss work sheet in schedule d. you will separate the LT loss
and ST loss again, so you can use the separated numbers to fill in your
2011 schedule d.
i agree that this is stupid.
give some bao zhi for answering your question. |
|
