s******h
发帖数: 344 | 1 大牛们帮我看看下面8849是不是正确。多谢！
All original Transactions for the same stock XYZ are as follows:
Sale Date Date Acquired Share Sale Price Cost
5/1/2011 4/15/2011 100 $1000.00 $1200.00
5/1/2011 4/25/2011 100 $1000.00 $1500.00
6/1/2011 5/29/2011 100 $1000.00 $1300.00
Form 8849 will look like:(?)
(c) (d) (e) (f) (g)
Date Date Sales Cost Adjustment
acquired sold price
4/15/2011 5/1/2011 $1000.00 $1200.00 $200.00
4/25/2011 5/1/2011 $1000.00 $1700.00 $500.00
5/29/2011 6/1/2011 $1000.00 $1800.00 $0.00 |
c**********0
发帖数: 624 | 2
Basically you sold 200 shares @5/1 at a $700 loss.
And within 30 days you rebuy the same stock. Wash sales rules come to play
unless you are a MTM trader or dealer.
Only $350 of the loss can be deducted and the other $350 should be added to
the tax basis of the newly acquired 100 shares of stocks.(100/200*700)
And if you did not buy anything back after Jun/1, you realize $650 loss on the last transaction.
For the forms, it is 8949, you need not to fill column (g).
【在 s******h 的大作中提到】
: 大牛们帮我看看下面8849是不是正确。多谢！
: All original Transactions for the same stock XYZ are as follows:
: Sale Date Date Acquired Share Sale Price Cost
: 5/1/2011 4/15/2011 100 $1000.00 $1200.00
: 5/1/2011 4/25/2011 100 $1000.00 $1500.00
: 6/1/2011 5/29/2011 100 $1000.00 $1300.00
: Form 8849 will look like:(?)
: (c) (d) (e) (f) (g)
: Date Date Sales Cost Adjustment
: acquired sold price
|
s******h
发帖数: 344 | 3 多谢解答！我还不是很明白？
SCH D和8849的instructions,还有pub520说只要有wash sale 就必须填column (g)么？
还有，假设没有wash sale rule的话，我总共的loss是$1000。irs的wash sale rule
是不是只是用来defer tax for the loss from wash sale? 那么就算用了irs的wash
sale rule, 我最后的loss还应该是1000（可以退税）？为什么变成了$650呢？
再次感谢！
to
the last transaction.
【在 c**********0 的大作中提到】
:
: Basically you sold 200 shares @5/1 at a $700 loss.
: And within 30 days you rebuy the same stock. Wash sales rules come to play
: unless you are a MTM trader or dealer.
: Only $350 of the loss can be deducted and the other $350 should be added to
: the tax basis of the newly acquired 100 shares of stocks.(100/200*700)
: And if you did not buy anything back after Jun/1, you realize $650 loss on the last transaction.
: For the forms, it is 8949, you need not to fill column (g).
|
c**********0
发帖数: 624 | 4 it is $1,000.
$350 + $650
Wash sale is based on the fact that some loss cannot be taken but should be
added to the basis of the newly purchased. It's not about loss deferral. |
C*******O
发帖数: 147 | 5 It is $1000 if you did not buy any back within 30 days after 6/1/2011. |
