這是wash sale定義。大家幫我看看哪裏理解錯了?

來源: 叮咚 2024-05-02 08:45:26 [] [舊帖] [給我悄悄話] 本文已被閱讀: 次 (2244 bytes)

我的理解是賣前30天內,或賣後30天內買同一種,如果loss,就trigger了wash sale。

What Is a Wash Sale? 

A wash sale is a transaction in which an investor sells or trades a security at a loss and purchases "a substantially similar one" 30 days before or 30 days after the sale.1 This is a rule enacted by the Internal Revenue Service (IRS) to prevent investors from using capital losses to their advantage at tax time. The wash sale rule applies to stocks, contracts, options, and all other types of securities and trading.

所有跟帖: 

I guess you are right. -檸檬椰子汁- 給 檸檬椰子汁 發送悄悄話 檸檬椰子汁 的博客首頁 (206 bytes) () 05/02/2024 postreply 08:48:33

你隨便賣,如果At Loss賣了,就是Capital Loss。 -qiandongshenxia- 給 qiandongshenxia 發送悄悄話 (328 bytes) () 05/02/2024 postreply 08:50:07

不到30天前買過同一種股票,必須清空,避免wash sale -自了漢- 給 自了漢 發送悄悄話 (53 bytes) () 05/02/2024 postreply 09:07:12

看來還是等到31 天比較保險 -叮咚- 給 叮咚 發送悄悄話 (0 bytes) () 05/02/2024 postreply 11:26:02

其實很多人也說過了,wash sale 也無所謂 -自了漢- 給 自了漢 發送悄悄話 (39 bytes) () 05/02/2024 postreply 14:53:10

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