問一個wash sale 問題,有助大家避稅

Stock A 

day 1: buy call option like 3 month later

day 32:  sell stock with lost 

day 93 ( three month later) buy back same amount stock with call option 

is it wash sale?  I think it is not, since one month before day 32 and after one month of day 32, there are no buy and sale, so that day 32 lost is lost this year

but stock amount is the same, no risk to lose shares 

請高手指點這樣避稅行不行

所有跟帖: 

You need to pay tax on the gain from options -fox97- 給 fox97 發送悄悄話 (54 bytes) () 04/25/2024 postreply 16:51:46

用option to buy back 主要是怕股票大漲,提前買好 -qqqq2222- 給 qqqq2222 發送悄悄話 qqqq2222 的博客首頁 (116 bytes) () 04/25/2024 postreply 18:48:12

期權相當於一種股票,和原來股票屬於不同股票,之間不存在wash sale問題 -funpiano-MD- 給 funpiano-MD 發送悄悄話 funpiano-MD 的博客首頁 (0 bytes) () 04/25/2024 postreply 18:23:14

我理解用stock option 買股票和直接買股票應該是一樣的 -qqqq2222- 給 qqqq2222 發送悄悄話 qqqq2222 的博客首頁 (55 bytes) () 04/25/2024 postreply 18:43:46

期權隻是影響你買股票是的價錢,股票買賣日期是股票過戶日期,和期權買賣日期無關 -funpiano-MD- 給 funpiano-MD 發送悄悄話 funpiano-MD 的博客首頁 (0 bytes) () 04/25/2024 postreply 18:49:52

Thanks, maybe this is true. -qqqq2222- 給 qqqq2222 發送悄悄話 qqqq2222 的博客首頁 (138 bytes) () 04/25/2024 postreply 20:08:05

It’s won’t be counted as a wash sale. But you use 2x -fox97- 給 fox97 發送悄悄話 (155 bytes) () 04/25/2024 postreply 19:20:27

True, thanks -qqqq2222- 給 qqqq2222 發送悄悄話 qqqq2222 的博客首頁 (0 bytes) () 04/25/2024 postreply 20:01:31

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