问个报税问题# Stock
I*a
1 楼
明天之前的交易都能参与今年报税，还是说要settlement date在明天之前？ 昨天的交
易今天看到系统更新，settlement date是 1月4号， 不知道按那个日期算呢
谢谢了先
易今天看到系统更新，settlement date是 1月4号， 不知道按那个日期算呢
谢谢了先
w*o
2 楼
同样的问题，如果明天卖出股票，有loss，是算今年的吗？settlement date是明年的
了。
了。
I*a
3 楼
自己在网上搜到的：
General rule: trade date controls
For most purposes, the tax law uses the trade date for both purchases and
sales. For example, if you sell stock on December 31, you’ll report the
gain or loss that year, even though the transaction will settle in January.
Trade dates also govern in determining whether your holding period is short-
term or long-term, in determining whether the wash sale rule applies, and in
determining whether you have a qualified dividend.
Exceptions
You should be aware of a couple of exceptions:
When you close a short sale at a loss, the tax law treats the transaction as
occurring on the settlement date. See Last Day to Sell.
If you hold more than one lot of shares and sell part of your holdings, you
may want to identify the shares you’re selling. You can identify shares (or
change your identification) until the settlement date. See How to Identify
Shares.
Source:
http://fairmark.com/investment-taxation/capital-gain/stocks-and
【在 w****o 的大作中提到】
: 同样的问题，如果明天卖出股票，有loss，是算今年的吗？settlement date是明年的
: 了。
General rule: trade date controls
For most purposes, the tax law uses the trade date for both purchases and
sales. For example, if you sell stock on December 31, you’ll report the
gain or loss that year, even though the transaction will settle in January.
Trade dates also govern in determining whether your holding period is short-
term or long-term, in determining whether the wash sale rule applies, and in
determining whether you have a qualified dividend.
Exceptions
You should be aware of a couple of exceptions:
When you close a short sale at a loss, the tax law treats the transaction as
occurring on the settlement date. See Last Day to Sell.
If you hold more than one lot of shares and sell part of your holdings, you
may want to identify the shares you’re selling. You can identify shares (or
change your identification) until the settlement date. See How to Identify
Shares.
Source:
http://fairmark.com/investment-taxation/capital-gain/stocks-and
【在 w****o 的大作中提到】
: 同样的问题，如果明天卖出股票，有loss，是算今年的吗？settlement date是明年的
: 了。
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