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收到国税局的信了，怎么办？

收到国税局的信了，怎么办？# Stock

l*s2010-12-12 08:12

1 楼

IRS寄了一封信,列了去年我的trade, 都是我的broker report给IRS的卖出股票的明细
1099-B
1099-B里面所有的卖出价格，没有成本价。让我看看是不是正确，去年有上千个trade
...都是IB里面做的，我去年报税的时候只是用了IB给的Gain/Loss sheet附加在
schedule D上面的，现在IRS让我check，如果有不正确的就file1040X...
板上有类似情况的吗？我该怎么办？用tradelog再做一份schedule?

x*u2010-12-12 08:12

2 楼

看来你被audit了... 诚实是金

b*g2010-12-12 08:12

3 楼

add your cost base and mail it back

trade

【在 l******s 的大作中提到】

: IRS寄了一封信,列了去年我的trade, 都是我的broker report给IRS的卖出股票的明细
: 1099-B
: 1099-B里面所有的卖出价格，没有成本价。让我看看是不是正确，去年有上千个trade
: ...都是IB里面做的，我去年报税的时候只是用了IB给的Gain/Loss sheet附加在
: schedule D上面的，现在IRS让我check，如果有不正确的就file1040X...
: 板上有类似情况的吗？我该怎么办？用tradelog再做一份schedule?

s*v2010-12-12 08:12

4 楼

IRS只有broker报的sale records，IB给 G/L可能对不上，特别是sales总数，而且如果
有大笔的option交易，也可能对不上。只要tradelog能对上，就行了。

trade

【在 l******s 的大作中提到】

s*n2010-12-12 08:12

5 楼

Don't sweat it. Just get your cost basis and make sure the total of sales
proceeds match the total reported by brokerage to IRS. If there is a
difference, just file 1040X. There is no penalty if you do it before their
deadline. You only pay interest if you owe money.
I paid back taxes based on wrong deduction for several years, etc, it's no
big deal.

s*n2010-12-12 08:12

6 楼

by the way, you have over 1000 trades a year. You are going to have a LONG
list in your schedule D. I have never seen a list longer than like 20/30
trades a year. This year I probably had fewer than 10 trades.
Hope you have gainskeeper software to do it for you. Otherwise it's gonna be
a pain in the butt.

l*s2010-12-12 08:12

7 楼

Thanks man, I always use the schedule D generated by IB to report tax
schedule D1.
But the format is a little bit different so I have to fill in a net in
schedule D (as one trade) and fill the details in D1.
It's really a big pain to calculate the net so I am using tradelog for this
purpose now. If you know a better software, please let me know...

be

【在 s********n 的大作中提到】

: by the way, you have over 1000 trades a year. You are going to have a LONG
: list in your schedule D. I have never seen a list longer than like 20/30
: trades a year. This year I probably had fewer than 10 trades.
: Hope you have gainskeeper software to do it for you. Otherwise it's gonna be
: a pain in the butt.