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问一个报税的问题。敬请赐教!

问一个报税的问题。敬请赐教!# Stock

Y*32014-02-17 08:02

1 楼

两个账号；
账号１：２０１２年亏２０００，２０１３年亏３０００。
账好２：２０１２年亏５０００，２０１３年赚１００００。
我的结论：２０１３年我赚７０００元。２０１２年亏 7000 元。２０１２
年抵税３０００，２０１３年再抵３０００，最后，我２０１３年要交税
的收入是４０００元！（还有１０００可在２０１４年抵税）
Right?
以上是第一个问题。
第二：
我用TurboTax ，我很怀疑这个软件能否正确处理这些问题。
Thank you very much!

p*e2014-02-17 08:02

2 楼

2013可以把4000都抵了。

Y*32014-02-17 08:02

3 楼

Are you sure?
I was told the maximal number is $3000 for each year!
Thanks

p*e2014-02-17 08:02

4 楼

3000 limit is only if u offset against ordinary income (ie, wages). but when
u offsetting against capital gain, there is no limit. i aint account, but
i am fairly sure. u can google it to confirm.

【在 Y****3 的大作中提到】

: Are you sure?
: I was told the maximal number is $3000 for each year!
: Thanks

Y*32014-02-17 08:02

5 楼

YL7983，您好：
您转给 poiuytre,现金(伪币):20,收取手续费:0.2
同时附加了如下留言给 poiuytre.
thanks
站务

b*r2014-02-17 08:02

6 楼

楼上正解。
Example
Frank realized a capital gain of $10,000 in 2013. He also realized a loss of
$30,000. He will be able to net $10,000 of his loss against his gain, but
can only deduct an additional $3,000 of loss against his other income for
that year. He can deduct the remaining $17,000 of loss in $3,000 increments
every year from then on until the entire amount has been deducted. However,
if he realizes a capital gain in a future year before he has exhausted this
amount, then he can deduct the remaining loss against the gain. Therefore,
if he deducts $3,000 of loss for the next two years and then realizes a $20,
000 gain, he can deduct the remaining $11,000 of loss against that gain,
leaving a taxable gain of only $9,000.
http://www.investopedia.com/articles/investing/062713/capital-l

Y*32014-02-17 08:02

7 楼

I guess "He will be able to net $10,000 of his loss against his gain" shold
be
"He will be able to net $20,000 of his loss against his gain".
Right?
Thanks!

z*i2014-02-17 08:02

8 楼

发包子给我吧。正牌资深hedge fund 税务CPA。
1. 每年最多 -$3000 loss （所有帐户合在一起）. 2012年你有-$4000 carryover
loss 到2013. 既然2013你赚了$7000，你所有的carryover loss都可以用上。所以
2013你必须报$3000 gain.
2. Turbo Tax 性价比很高。如果你去年没有用同一软件，它当然不可能知道你有
Carryover。如果同一软件，它会自动带入，如果不是，没有自动带入，他也应该
会问你是否有Carryover。填上$4000 carryover loss 就好了。

kh2014-02-17 08:02

9 楼

yes, that's his typo.

shold

【在 Y****3 的大作中提到】

: I guess "He will be able to net $10,000 of his loss against his gain" shold
: be
: "He will be able to net $20,000 of his loss against his gain".
: Right?
: Thanks!

Y*32014-02-17 08:02

10 楼

YL7983，您好：
您转给 zhangermei,现金(伪币):20,收取手续费:0.2
同时附加了如下留言给 zhangermei.
Thanks

【在 z********i 的大作中提到】

: 发包子给我吧。正牌资深hedge fund 税务CPA。
: 1. 每年最多 -$3000 loss （所有帐户合在一起）. 2012年你有-$4000 carryover
: loss 到2013. 既然2013你赚了$7000，你所有的carryover loss都可以用上。所以
: 2013你必须报$3000 gain.
: 2. Turbo Tax 性价比很高。如果你去年没有用同一软件，它当然不可能知道你有
: Carryover。如果同一软件，它会自动带入，如果不是，没有自动带入，他也应该
: 会问你是否有Carryover。填上$4000 carryover loss 就好了。

a*e2014-02-17 08:02

11 楼

大牛美女，谢谢分享！

【在 z********i 的大作中提到】

Y*32014-02-17 08:02

12 楼

YL7983，您好：
您转给 blister,现金(伪币):10,收取手续费:0.1
同时附加了如下留言给 blister.
thanks

of
increments
,
this
20,

【在 b*****r 的大作中提到】

: 楼上正解。
: Example
: Frank realized a capital gain of $10,000 in 2013. He also realized a loss of
: $30,000. He will be able to net $10,000 of his loss against his gain, but
: can only deduct an additional $3,000 of loss against his other income for
: that year. He can deduct the remaining $17,000 of loss in $3,000 increments
: every year from then on until the entire amount has been deducted. However,
: if he realizes a capital gain in a future year before he has exhausted this
: amount, then he can deduct the remaining loss against the gain. Therefore,
: if he deducts $3,000 of loss for the next two years and then realizes a $20,

p*r2014-02-17 08:02

13 楼

TurboTax 经常给我很大的抵税额。
我每次都要仔细寻找这些神秘的抵税额是从哪里来的，然后把它们去掉。
其中有一部分是从W2的某些box上面来的，因为TurboTax 不懂某些代号的意义，就把它
们当成prepaid taxes了。
所以TurboTax 可以骄傲地宣称它们可以给你最多的退税。
不过TurboTax 很好用。

d*12014-02-17 08:02

14 楼

会被audit,

【在 p*********r 的大作中提到】

: TurboTax 经常给我很大的抵税额。
: 我每次都要仔细寻找这些神秘的抵税额是从哪里来的，然后把它们去掉。
: 其中有一部分是从W2的某些box上面来的，因为TurboTax 不懂某些代号的意义，就把它
: 们当成prepaid taxes了。
: 所以TurboTax 可以骄傲地宣称它们可以给你最多的退税。
: 不过TurboTax 很好用。