有想长期hold USO的请了解一下报税# Stock
O*p
1 楼
最近google发现USO的还有一个K1的表。
网络上读到的：
As if that’s not bad enough, there’s another surprise to go along with an
ETF like (NYSE:USO). A recent article by Investor’s Business Daily paints
the picture well. A gentleman bought 2,100 shares of (NYSE:USO) in 2008 and
2009 for roughly $84,000 and then sold the position in March 2010 at loss of
$1 per share. He then got a K-1 form that showed he owed almost $29,000 in
capital gains for 2009 even though he didn’t sell any of his position that
year.
You see, shareholders in an ETF like (NYSE:USO) have to pay tax on USO’s
income even if they DO NOT receive cash distributions. Making matters worse,
(NYSE:USO) says in its prospectus it probably won’t pay cash distributions
to investors.
The reason for this little tax surprise, as IBD puts it, is because (NYSE:
USO) is structured like a limited partnership, not a mutual fund as most
ETFs are.
网络上读到的：
As if that’s not bad enough, there’s another surprise to go along with an
ETF like (NYSE:USO). A recent article by Investor’s Business Daily paints
the picture well. A gentleman bought 2,100 shares of (NYSE:USO) in 2008 and
2009 for roughly $84,000 and then sold the position in March 2010 at loss of
$1 per share. He then got a K-1 form that showed he owed almost $29,000 in
capital gains for 2009 even though he didn’t sell any of his position that
year.
You see, shareholders in an ETF like (NYSE:USO) have to pay tax on USO’s
income even if they DO NOT receive cash distributions. Making matters worse,
(NYSE:USO) says in its prospectus it probably won’t pay cash distributions
to investors.
The reason for this little tax surprise, as IBD puts it, is because (NYSE:
USO) is structured like a limited partnership, not a mutual fund as most
ETFs are.