关于股票loss抵税的问题

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misssunshine
楼主 (北美华人网)
这个问题看到各种说法。 我的理解和下面这位同学一样, 请问这是标准答案吗?
去年亏了十万,报税3000抵W2收入,9万7 Carryover 资本利得亏损。 今年赚了十万去掉9万7 剩下3000交税 pokerstars 发表于 2021-03-15 02:20

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DING998284
反正每年只能抵三千,亏十万相当于可以抵三十年,如果今年赚多的就要交税
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misssunshine
反正每年只能抵三千,亏十万相当于可以抵三十年,如果今年赚多的就要交税
DING998284 发表于 2021-03-15 18:26

好我自己去查了一下。你说的不对。这个capital loss 应该可以offset来年的capital gain。 这里没有三千的限制。 我原帖里面的同学说的是对的。
For example, Frank realized a capital gain of $10,000 in 2013. He also realized a loss of $30,000. He will be able to net $10,000 of his loss against his gain, but can only deduct an additional $3,000 of loss against his other income for that year. He can deduct the remaining $17,000 of loss in $3,000 increments every year from then on until the entire amount has been deducted. However, if he realizes a capital gain in a future year before he has exhausted this amount, then he can deduct the remaining loss against the gain. So if he deducts $3,000 of loss for the next two years and then realizes a $20,000 gain, he can deduct the remaining $11,000 of loss against that gain, leaving a taxable gain of only $9,000.
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mingcedargrove
回复 1楼misssunshine的帖子
我同意你说的标准答案。
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robindog
这个问题看到各种说法。 我的理解和下面这位同学一样, 请问这是标准答案吗?
去年亏了十万,报税3000抵W2收入,9万7 Carryover 资本利得亏损。 今年赚了十万去掉9万7 剩下3000交税 pokerstars 发表于 2021-03-15 02:20


misssunshine 发表于 2021-03-15 17:20

you are right.