说一下股票报税捷径

如果每年股票卖出上了N次以上,如果你是自己报税而且你的报税软件无法从你的BROKER网上直接提取股票交易细节,而且你嫌手动输入每笔交易很麻烦的话,你可以考虑把自己的交易分成以下两类,报个交易总数:

1. Short term capital gain/loss, presents total proceeds, total cost basis and total gain/loss, in the description column, input "details available upon request".

2. long term capital gain/loss, presents total proceeds, total cost basis and total gain/loss; in the description column, input "details available upon request". 

Finally, you should keep the detailed trading records for at least 7 years, in case of IRS audit. Depends on the situation, statue of limitation runs from 3 years to 6 years to certain situation where it never expires. 

登录后才可评论.