p*6
2 楼
一起报税就算。
a*h
3 楼
用Roth IRA帐户买入就不算
l*0
5 楼
靠,那完蛋了。
我在普通帐户10/14号卖出过一只股票,有亏损,但在之前9/15老婆的Traditional IRA
帐户买入过,怎么算都是在30天之内,这种情况下不能claim tax deduction也就算了
,关键是据说IRA要有early distribution penalty。 肿么办?
我在普通帐户10/14号卖出过一只股票,有亏损,但在之前9/15老婆的Traditional IRA
帐户买入过,怎么算都是在30天之内,这种情况下不能claim tax deduction也就算了
,关键是据说IRA要有early distribution penalty。 肿么办?
l*0
6 楼
顺便问一下,亏损卖出USO,然后买入UCO算wash sale吗? 个人感觉都不是。
两只都是投资石油的ETF
两只都是投资石油的ETF
H*6
7 楼
不用换老婆,同一名字,不同Broker就可以了。
W*n
15 楼
IRS doesn't care ur IRA's gain or loss
l*0
19 楼
读了好几遍了,没看到哪里说他们是substantially identical ,原文如下:
Substantially identical. In determining
whether stock or securities are substantially
identical, you must consider all the facts and
circumstances in your particular case. Ordinarily,
stocks or securities of one corporation are
not considered substantially identical to stocks
or securities of another corporation. However,
they may be substantially identical in some cases.
For example, in a reorganization, the
stocks and securities of the predecessor and
successor corporations may be substantially
identical.
Similarly, bonds or preferred stock of a corporation
are not ordinarily considered substantially
identical to the common stock of the same
corporation. However, where the bonds or preferred
stock are convertible into common stock
of the same corporation, the relative values,
price changes, and other circumstances may
make these bonds or preferred stock and the
common stock substantially identical. For example,
preferred stock is substantially identical
to the common stock if the preferred stock:
Is convertible into common stock,
Has the same voting rights as the common
stock,
Is subject to the same dividend restrictions,
Trades at prices that do not vary significantly
from the conversion ratio, and
Is unrestricted as to convertibility
【在 w**k 的大作中提到】
: 这个十有八九算是wash sale, because they are substantially identical
: securities
: 仔细看看wash sale吧
Substantially identical. In determining
whether stock or securities are substantially
identical, you must consider all the facts and
circumstances in your particular case. Ordinarily,
stocks or securities of one corporation are
not considered substantially identical to stocks
or securities of another corporation. However,
they may be substantially identical in some cases.
For example, in a reorganization, the
stocks and securities of the predecessor and
successor corporations may be substantially
identical.
Similarly, bonds or preferred stock of a corporation
are not ordinarily considered substantially
identical to the common stock of the same
corporation. However, where the bonds or preferred
stock are convertible into common stock
of the same corporation, the relative values,
price changes, and other circumstances may
make these bonds or preferred stock and the
common stock substantially identical. For example,
preferred stock is substantially identical
to the common stock if the preferred stock:
Is convertible into common stock,
Has the same voting rights as the common
stock,
Is subject to the same dividend restrictions,
Trades at prices that do not vary significantly
from the conversion ratio, and
Is unrestricted as to convertibility
【在 w**k 的大作中提到】
: 这个十有八九算是wash sale, because they are substantially identical
: securities
: 仔细看看wash sale吧
l*0
20 楼
又找到一篇 http://www.forbes.com/2008/12/22/wash-sale-rule-pf-ii-in_jd_1222taxes_inl.html
更倾向于这不是substantially identical
更倾向于这不是substantially identical
w*k
21 楼
USO and UCO 这两个都是跟踪原油期货的
虽然IRS不一定会追究,尤其是咱们这种小蚂蚁账户,但是substantially这个词本身就
很难定义。如果是我,我会避免。
YMYD
【在 l****0 的大作中提到】
: 读了好几遍了,没看到哪里说他们是substantially identical ,原文如下:
: Substantially identical. In determining
: whether stock or securities are substantially
: identical, you must consider all the facts and
: circumstances in your particular case. Ordinarily,
: stocks or securities of one corporation are
: not considered substantially identical to stocks
: or securities of another corporation. However,
: they may be substantially identical in some cases.
: For example, in a reorganization, the
虽然IRS不一定会追究,尤其是咱们这种小蚂蚁账户,但是substantially这个词本身就
很难定义。如果是我,我会避免。
YMYD
【在 l****0 的大作中提到】
: 读了好几遍了,没看到哪里说他们是substantially identical ,原文如下:
: Substantially identical. In determining
: whether stock or securities are substantially
: identical, you must consider all the facts and
: circumstances in your particular case. Ordinarily,
: stocks or securities of one corporation are
: not considered substantially identical to stocks
: or securities of another corporation. However,
: they may be substantially identical in some cases.
: For example, in a reorganization, the
r*k
25 楼
USO和UCO很明显是关联很密切的证券,建议用USO和BP之类的应该不算wash sale。
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