N*****d
发帖数: 9872 | 1 wash sale disallowed应该已经扣除。如果有margin interest，可以抵消盈利。
俺用turbotax premier，Amazon买的，当时15off
costco应该也有15off |
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h*****e
发帖数: 224 | 4 30天内买入亏损的股票，不管什么时候卖掉，1099表上都算WASH SALE。 |
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z*****6
发帖数: 29 | 5 你有wash sale是因为止损卖出后又买入，那么卖出那次的损失就不算capital loss.
但是这部分loss会加在你买入那次的cost里，相当于把capital loss转移到下一次
order，推迟了而已。
最后还是一样的，年底的时候你并不会少claim你的loss。 |
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s****y
发帖数: 2052 | 6 看了有位同学提到UVXY的报税问题，那如下情况如何报税？假定从2015年1月1号开始交
易UVXY
Realized Gain/Loss Summary for 2015 YTD
Realized Gain +$39,639.60
Realized Loss -$145,407.16
Disallowed Loss +$112,945.06
Net Gain/Loss +$7,177.50
是报最后net gain的税么？ |
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R*******9
发帖数: 996 | 7 谢谢！
我看了一下，proceeds减去cost应该是亏了5K多，wash sale loss disallowed超过10K
，变成5K+的gain，这得补税啊:(
同一股票的不同日期不同strike的options算是 "substantially identical"
securities么？ |
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发帖数: 1 | 8 UVXY
PROSHARES TR II ULTRA VIX SHORT 10,800.000 +$338,193.74
Adjusted due to previous wash sale disallowed loss. +$343,798.54 -$5,
604.80 |
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r*****e
发帖数: 7853 | 9 给几个切身体会的建议：
1. 降低目标，先试图赚个1%试试
2. 别选乱七八糟的股票，比如从Dow30里选。买之前可以先观察几天
3. 亏了的先别想了，假设现在是起跑线
4. 试试买不同sectors的几个好股，先拿一会儿，有耐心
要不就洗手不干了也可以，八千不算多。我当年亏的还多一个数量级
[在 kevin000 (000) 的大作中提到：]
:炒股四个月，亏了八千多
Adjusted due to previous wash sale disallowed loss. +$354,403.47 -$5
,664.97 $0.00 |
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E***r
发帖数: 1037 | 10 btw，跟3000 deductible关系不大，主要是wash sales的cost basis adjustment和
disallowed loss。 |
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E***r
发帖数: 1037 | 11 http://www.schwab.com/resource-center/insights/content/tax-reform-what-investors-should-know
By HAYDEN ADAMS
DECEMBER 20, 2017
The policy analysis provided by the Charles Schwab & Co., Inc., does not
constitute and should not be interpreted as an endorsement of any political
party, nor should the analysis be considered tax advice.
Congress has just passed the most sweeping tax code overhaul in decades.
Once signed into law, the majority of its provisions will kick in on January
1, 2018, with man... 阅读全帖 |
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z****2
发帖数: 1618 | 12 看完robinhood发的1099B, 头都大了。
2017年账户加钱取钱很多次，几乎就是不断买卖1只股票。market value应该是增加了
差不多7k. 所以我预期看到的是realized capital gain 7k.
但是1099B的summary显示wash sale disallowed 9k, 以及realized capital loss 2K.
一头雾水，也看了些有关wash sale的文章，不是这次的wash sale会加到下次购买的
cost basis里面去么。可能他们搞错了么？发了邮件询问还没得到答复。 |
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v*****u
发帖数: 12 | 13 搞清楚了，还是wash sell的问题，虽然我在2017年close了所有的trade，但是我在
2018年一月又买回来了，很多2017年积累的wash sell disallowance不能算作loss。太
惨了，不知道还有什么可以补救的吗？本来没挣多少钱，结果要补的税比挣得钱还多。
即使loss可以carry到今年，但是数量太大，每年deduct 3000不知道猴年马月才能
deduct完。 |
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p*****n
发帖数: 43 | 14 菜鸟去年刚开始炒股，day trading了几把，现在是赚是赔都不大清楚, 因为那个账户
的钱转进转出了几次，我都记不得了。 1099上头：
Proceeds (gross proceeds less commissions & options premium) 204,795.25
Cost or other basis 202,891.86
Wash sale loss disallowed 1,352.34
到底是赚了还是赔了多少， 怎么算？ 请问报税用 schedule C or D 啊？ 能不能
deduct trading costs or commissions？ 多谢！ |
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a******8
发帖数: 660 | 16 如果已调整了应该是没错的（为啥是减我还没想明白。。。）
你可以自己算一下，自己在这两笔交易上的总支出，与1099B上的总支出（cost basis
减去wash sale loss disallowed)是否一致 |
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d**a
发帖数: 255 | 17 借楼问一下，如果买和卖都在2018年完成，并且19年1月没有操作过同样的股票，为什
么还会在broker tax document里面出现"wash sale loss disallowed"？
这样是不是不用理wash sale，只报cost basis和proceeds就行？ |
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a******8
发帖数: 660 | 18 我的理解是
cost basis减去wash sale disallowed得到真实的cost basis
proceeds与真实的cost basis的差额是realized gain |
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p***y
发帖数: 48 | 19 what is the starting point of your state return?
In my opinion, 5000 is *exempt*, so not included in
gross income, adjusted gross income or taxable income on
federal return. so no need to add to your state form unless
state law clearly disallowed treaty beneift. |
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g*******e
发帖数: 1 | 20 昨天收到IRS关于要回social security & medicare 的据信。他们的理由是我在美时间
超过五年。我今年夏天要回国，不要回来实在冤的慌。他们的回信“You may request
a small dollar case appearl for a disallowed claim". 但我需要一个书面要求，
不知道什么样的理由会比较充分，不知道各位可有什么好招？可知道相关的税法规定？
本人情况： single, 2000八月来美，在学校待了6年，OPT工作时间是2006年10月到
2007年9月，现在是H1-B.
我是申请要回2006年和2007年OPT工作期间的FICA，为此我的FED报的是NR，600刀的退
税我就没份了。如果FICA 是铁定要不回来，还有可能要回这600刀呢？
多谢各位支招。 |
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e*****m
发帖数: 320 | 21 大家能不能帮我看看啥意思啊？
是从州财政部来的，我的州税一直没有退回来。
Our review of your Michigan incom Tax Return(MI-1040)has resulted in an
adjustment to your return. The reason for the adjustment is explained
below.
Unexplained difference between total income per W-2 forms or
Schedule W and reported federal adjusted gross income disallowed.
能不能帮我看看啊，怎么办呢？谢谢～～ |
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y****a
发帖数: 237 | 22 我看精华区里有这个帖子，和我收到的回信一样，可是我本来就是F1入境的，
一直都是学生身份，毕业现在用OPT, 居然说我entry VISA do not qualify,
气死。难道是因为entry VISA 早已过期？可是基本所有中国学生的entry visa
都过期了呀，这么多年过去了。我该怎么办？？？
标 题: IRS 不给退 FICA， 怎么办？
发信站: The unknown SPACE (Tue Jul 30 18:40:54 2002) WWW-POST
去年五月， 我用OPT开始FULL TIME工作。因为公司没有雇过外国人，他们从我的PAY
CHECK扣除了Medicare 和 social security。起初找过PAY ROLL，但他们觉得麻烦，让我
自己解决这个问题。近来，收到IRS的信，说：
"We have disallowed your claim because in accordance with Title 26 CFR
Section
3121 (b) your entry Visa does not qualify you for exemp |
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f*******e
发帖数: 1300 | 23 我08年开始股票交易，赔了很多，但是根据我的1099-B(broker:fidelity)有很多是
wash sale，我今天用turbo tax premier准备税表，算出来我竟然有net gain,不知道怎
么回事。有没有人帮我看一下。
在1099-B最后一页，
short-term realized gain=a(+)
short-term realized loss=b(-)
short-term realized disallowed loss=c(+)
total short-term realized gain/loss=d(-)
根据我的计算，d=a+b+c,d是一个负数，远远小于-3，000，我认为min(3000,-d)=$3，
000是我可以抵税的数目，请问对吗？请问用turbotax premier是不是还要做一些调整? |
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a******g
发帖数: 35 | 24 少退了1000块，今天收到notice，解释如下：Because your country of residence
does not allow you to take exemptions for dependents, we have disallowed
your child tax credit.
1）小孩去年在美国出生，不能作为dependent吗？这一点大概填错了。
2）1000块的child tax credit应该能拿吧？
3）这两处错误能打电话更正吗？还是得填1040X？ |
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n****w
发帖数: 8 | 25 来自Department of treasury,it says:
We are writing to you because there is an error on your 2008 federal income
tax return.
We disallowed your treaty exemption because you didn't answer question "M"
page 5,Form 1040NR or Question "J" page 2,Form 1040NR-EZ.We have changed
your tax return accordingly.
...
我是去年8月来的美国,F1,在学校做TA,所以今年是第一次处理与税有关的问题，现在我
该怎么办？ |
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s******g
发帖数: 654 | 26 Go to see a CPA and amend your tax return. |
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w*******g
发帖数: 9932 | 27 意思就是两边都要缴税. double taxation. 有些州很炒蛋. 你可以想想看另外一个州
能不能让你不缴税.
妈的. 我还除了个问题. 也是两个州. 07年中搬到IL. 工作还在WI. 结果雇主没有给我
IL扣税. 继续给我扣WI的税. 现在IL让我交罚款. 07年的时候我问了IL怎么办. 他们说
没关系. 不会罚款. 现在又罚了. 真不是东西. |
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d*****n
发帖数: 65 | 28 Tax software can't handle everything well. If it's a small amount, you may
just pay it. Otherwise, you have to find a CPA to file the claim for you.
Different states have very different requirements to claim the other state
credit. |
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m*******1
发帖数: 58 | 29 Update. Looks like not so complicated.
I called contact center of Department of Taxation, they told me it's not a
problem, just let me send a copy of my 2007 tax forms. |
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M*********8
发帖数: 15312 | 30 具体情况如下
H1博后，2005年上半年来美，按treaty可三年免税，
05，06，07年的税都从irs要回来了
09年报08年的税时，以为不能再享受treaty了，与2月份file tax return,
3月份拿到退税。
后来考古知道，treaty是36个月而不是3个calender year.
于是4月份填写了1040x要求退回2008年头几个月交的税1000多,并附上理由和8833表。
然后收到irs的信，不同意
理由是
As a resident alien under the special presence test, you are
taxed on your world wide income.you cannot exlude income under treaty
article 19.
感觉这个理由很牵强啊。但是根据irs的信，如果我disagree的话，需要"appeal our
decision to disallow your claim"
请问上诉拿回钱的可能性大吗？有没有类似情况的？
谢谢了 |
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h****n
发帖数: 2094 | 31 when you file 1040 without your wife's earned income, it'll trigger
disallowed FSA. |
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F*********y
发帖数: 320 | 32 一般两个人一起报的话会交少一点。分报的话很多的credit都会disallowed. 两人一起
报的话会用combine marginal tax rate...overall can lower your tax bracket. |
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J*****i
发帖数: 2622 | 33 为什么要查passive activities rule? Dep.exp.要是被disallow for current year了
，如果没记错也是carryover 到以后的年度了。Form 4562还是generate的呀？更何况
LZ说Dep Exp都flow through Sch E了。 |
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Q***u
发帖数: 433 | 34 Gosh, more than 100 pages... The easiest way is probably to use a tax
software and allow it to import that data from your broker so that you won't
have to manually type them in. But as far as I know, you do have to list
all sales individually. Someone corrects me if I'm wrong.
Do you understand the concept of "wash sale"? If not, please google it first
. Given the high trading volume you had, I'm almost certain that you've
triggered wash sales a few times. If you've sold before the year end all
... 阅读全帖 |
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Q***u
发帖数: 433 | 35 Gosh, more than 100 pages... The easiest way is probably to use a tax
software and allow it to import that data from your broker so that you won't
have to manually type them in. But as far as I know, you do have to list
all sales individually. Someone corrects me if I'm wrong.
Do you understand the concept of "wash sale"? If not, please google it first
. Given the high trading volume you had, I'm almost certain that you've
triggered wash sales a few times. If you've sold before the year end all
... 阅读全帖 |
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N********e
发帖数: 3 | 37 wash sale loss is disallowed. but it will be added to the cost basis of the
same stock you are currently holding. In the future, you will realize less
gain (or more loss)due to increased cost basis if you sell it at gain or
loss.
时却 |
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t********t
发帖数: 5415 | 38 基本情况是这样：（数字仅代表相对关系，非绝对数字）
line 2a(proceeds) 150k
line 3 (cost basis) 190k
line 5 (wash sale loss disallowed) 50k
用turbotax和hrblock都说我的cap gain是-3k(max loss)，但我觉得应该是正的啊？求
解 |
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r****a
发帖数: 3249 | 39 找到这个：意思是绿卡不再是temporarily stay in us. 不可以使用treaty了。
Tax Treaty
Some countries may still allow an LRP or RA to receive a tax treaty (China,
for example). The IRS takes the position that someone who has applied for U.
S. lawful permanent residence is no longer here temporarily. They may
disallow tax treaty exemptions based on temporary presence if they are aware
that the individual has applied for LPR status. The IRS may not allow an
individual who has taken steps to become an LPR to keep a treaty ... 阅读全帖 |
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P****1
发帖数: 2670 | 40 的确，may是可以、可能，而may not是说不可以、不可能。
这是逻辑层面了，就如同:all是说全部；not all是说不是全部，而不是说一个都没有。
你贴的文中，第三句是may如何如何
They may disallow tax treaty exemptions based on temporary presence if they
are aware
that the individual has applied for LPR status.
第四句才是强制的may not如何如何。
The IRS may not allow an individual who has taken steps to become an LPR to
keep a treaty benefit if language of the treaty article under which the
individual is claiming the benefit says the individual must be "temporarily"
in the U.S.
中美Article 20原... 阅读全帖 |
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S*********s
发帖数: 1963 | 41 may disallow在英文没有not的意思 不能套用may not的意境
★ 发自iPhone App: ChineseWeb 8.6 |
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r****a
发帖数: 3249 | 42 找到这个：意思是绿卡不再是temporarily stay in us. 不可以使用treaty了。
Tax Treaty
Some countries may still allow an LRP or RA to receive a tax treaty (China,
for example). The IRS takes the position that someone who has applied for U.
S. lawful permanent residence is no longer here temporarily. They may
disallow tax treaty exemptions based on temporary presence if they are aware
that the individual has applied for LPR status. The IRS may not allow an
individual who has taken steps to become an LPR to keep a treaty ... 阅读全帖 |
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P****1
发帖数: 2670 | 43 的确，may是可以、可能，而may not是说不可以、不可能。
这是逻辑层面了，就如同:all是说全部；not all是说不是全部，而不是说一个都没有。
你贴的文中，第三句是may如何如何
They may disallow tax treaty exemptions based on temporary presence if they
are aware
that the individual has applied for LPR status.
第四句才是强制的may not如何如何。
The IRS may not allow an individual who has taken steps to become an LPR to
keep a treaty benefit if language of the treaty article under which the
individual is claiming the benefit says the individual must be "temporarily"
in the U.S.
中美Article 20原... 阅读全帖 |
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S*********s
发帖数: 1963 | 44 may disallow在英文没有not的意思 不能套用may not的意境
★ 发自iPhone App: ChineseWeb 8.6 |
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O*****e
发帖数: 359 | 45 我以前也是这么想的，只要Dec.31清光该股票，然后就没有影响
但是今年报税的时候 wash sell全部不能报loss， 几千块亏损都是disallowable
导致本来亏损的，最后反而有Gain，导致还要补交gain的税。
请问这是咋回事。 要等明年才能每年扣3000$吗？ |
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b*******c
发帖数: 20683 | 46 只是现在不能算罢了，这部分disallowed 的loss会加到你trigger wash sale的那个
lot的cost base上，等你卖那个lot的时候就算上了。 |
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p**********n
发帖数: 329 | 47 请问wash sale的loss 是不是会在broker的下一年的statement上自动从cost basis反
映出来还是我明年报税自己从收入里减掉wash sale 的 loss？还是我需要在schedule
d和form 8949上哪里标明？我那个有wash sale的股票跨年了。另外broker是scottrade
，statement 上写了wash sale loss disallowed的数额。
请指点一下如何报税。谢谢 |
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s*****e
发帖数: 1090 | 48 今天收到加州州税的支票，比自己填的少了80块。不知道是哪里填不对。信里有notice
number 14-xxxxxx，查了一下notice code 14 说是
"we disallowed your direct deposit refund request because we cannot deposit
more than two refunds into the same bank account"
不知道什么意思。查了一下银行账户，什么refund都没有。有没有办法查是什么填错了
吗？ |
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w**e
发帖数: 855 | 49 短期内买卖同一股票，所有的loss不算capital loss??
真是这样吗？求大牛解答？ |
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f*******n
发帖数: 12623 | 50 8949就是详细列出每个投资的损益，跟着总和填在schedule D。
如果你没有任何adjustment（譬如，wash sale loss disallowed），你可以直接跳过
8949，把broker给你的statement上的数字直接填在schedule D就行了。 |
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