急救, 请问高手，这个wash sale怎么算法。 - 未名空间MITBBS历史存档

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急救, 请问高手，这个wash sale怎么算法。

急救, 请问高手，这个wash sale怎么算法。# Stock

c*l2012-04-10 07:04

1 楼

新手，第一次算 wash sale，
June 1， buy 200 share at $10/share
Nov 1, buy 500 share at $5/share
Nov2, sell 500 share at $6/share
sale statement is split to
1)buy June1, cost=$2000, sale proceeds=$1200, loss=800 (wash sale)
2)buy Nov 1, cost= ????, sale proceeds=$1800
is cost $1500 or it should include part of the wash sale loss?
如果是前者，是不是损失的８００都以后算在剩下的２００股的cost里？如果是后者，
cost怎么算呢？
多谢

f*d2012-04-10 07:04

2 楼

你没有交代清楚：你共买700股，卖了500股，剩下的200股是否在2011年没有出掉？

c*l2012-04-10 07:04

3 楼

还没有卖掉

f*d2012-04-10 07:04

4 楼

Sweety:
First of all, there are 3 ways to calculate P&L:
1. first in first out
2. first in last out
3. average cost
Depending on what is most connevient, you can use either one or a combo of
all the above.
In your case, for simplicity, I will do it this way:
Trade 1:
Nov 1, buy 500 share at $5/share
Nov 2, sell 500 share at $6/share
I treat the above two as a profitable trade, and will report a net short term
gain of $500 to IRS (assume 0 commission and regulation fee), then you are
done for 2011 and no need to worry about wash sale rule in this case.
Trade 2:
June 1， buy 200 share at $10/share
In this trade, we use first in last out rule, this is because you hold it
during the whole 2011. Assunme in 2012, you sell 200 shares at $11 or $9, then you report a net gain of $200 or a net loss of $200(assume 0 commission and
regulation fee)to IRS in your 2012 tax return, and again, no wash sale
violation will occur in this case.
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