說一下股票報稅捷徑
文章來源: 我想飛2014-02-17 07:42:10
如果每年股票賣出上了N次以上,如果你是自己報稅而且你的報稅軟件無法從你的BROKER網上直接提取股票交易細節,而且你嫌手動輸入每筆交易很麻煩的話,你可以考慮把自己的交易分成以下兩類,報個交易總數:

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.