妈妈持有股票一年多了，也盈利了，她把股票都转到了我的名下，如果我把股票卖出，盈利还是按long term gain交税吗？ 还是我需要再等一年才可以算long term？ 谢谢！ ——————— update： 我打电话问了券商，说我的收益是按妈妈买入时价格算收益，不是按赠予时的价格，所以我要交税，且我要等一年才能算long term gain tax。 —————— 那如果我现在再转回给我妈妈，那她还能按照long term gain 算吗？
我的理解你这种情况应该算long term。 https://www.fool.com/taxes/how-to-calculate-a-holding-period.aspx Gifts: If you receive a gift of property and your cost basis in the gift is figured by using the donor's basis (such as in the gift of appreciated stock), then your holding period includes the donor's holding period. This is known as "tacking on," because your holding period adds to the original donor's holding period. If, however, your basis in the gift is determined by the fair market value of the gift (such as with a gift of stock that has decreased in value), your holding period starts on the day after the date of the gift.
我的理解你这种情况应该算long term。 https://www.fool.com/taxes/how-to-calculate-a-holding-period.aspx Gifts: If you receive a gift of property and your cost basis in the gift is figured by using the donor's basis (such as in the gift of appreciated stock), then your holding period includes the donor's holding period. This is known as "tacking on," because your holding period adds to the original donor's holding period. If, however, your basis in the gift is determined by the fair market value of the gift (such as with a gift of stock that has decreased in value), your holding period starts on the day after the date of the gift. 金银岛 发表于 2023-08-29 14:13
我的理解你这种情况应该算long term。 https://www.fool.com/taxes/how-to-calculate-a-holding-period.aspx Gifts: If you receive a gift of property and your cost basis in the gift is figured by using the donor's basis (such as in the gift of appreciated stock), then your holding period includes the donor's holding period. This is known as "tacking on," because your holding period adds to the original donor's holding period. If, however, your basis in the gift is determined by the fair market value of the gift (such as with a gift of stock that has decreased in value), your holding period starts on the day after the date of the gift. 金银岛 发表于 2023-08-29 14:13
cost basis 看这里: https://ttlc.intuit.com/turbotax-support/en-us/help-article/investment-income/determine-cost-basis-stock-received-gift/L4bZeNvpc_US_en_US The holding period depends on if your basis is the FMV, which it is the most likely case. https://www.hrblock.com/tax-center/income/investments/holding-period/amp/
cost basis 看这里: https://ttlc.intuit.com/turbotax-support/en-us/help-article/investment-income/determine-cost-basis-stock-received-gift/L4bZeNvpc_US_en_US The holding period depends on if your basis is the FMV, which it is the most likely case. https://www.hrblock.com/tax-center/income/investments/holding-period/amp/
妈妈持有股票一年多了，也盈利了，她把股票都转到了我的名下，如果我把股票卖出，盈利还是按long term gain交税吗？ 还是我需要再等一年才可以算long term？ 谢谢！ ——————— update： 我打电话问了券商，说我的收益是按妈妈买入时价格算收益，不是按赠予时的价格，所以我要交税，且我要等一年才能算long term gain tax。 —————— 那如果我现在再转回给我妈妈，那她还能按照long term gain 算吗？ xiaxuele 发表于 2023-08-29 12:41
——————— update：
我打电话问了券商，说我的收益是按妈妈买入时价格算收益，不是按赠予时的价格，所以我要交税，且我要等一年才能算long term gain tax。 ——————
那如果我现在再转回给我妈妈，那她还能按照long term gain 算吗？
后悔了，早知让妈妈卖了股票再把钱转给我，现在要多等一年了。
不过我不确定，你读读税法，或者找个CPA问问。
我打电话问了券商，说我的收益是按妈妈买入时价格算收益，不是按赠予时的价格，所以我要交税，且等一年才能算long term gain tax。
是啊，她转的时候没想那么多，现在在转给她也没用了。
你不需要等一年。
我说yes 仅指按capital gain交税，按她的买入时间。
券商说不是，说我现在卖，就是short term， 按我的income多少来交税。必须等一年才算长期资本税。
应该是我来交股票盈利的税吧。 否则每个人都可以转来转去，都变成免税了。
可以的，算赠予。到时填张表好了。
我的理解你这种情况应该算long term。
https://www.fool.com/taxes/how-to-calculate-a-holding-period.aspx
Gifts: If you receive a gift of property and your cost basis in the gift is figured by using the donor's basis (such as in the gift of appreciated stock), then your holding period includes the donor's holding period. This is known as "tacking on," because your holding period adds to the original donor's holding period. If, however, your basis in the gift is determined by the fair market value of the gift (such as with a gift of stock that has decreased in value), your holding period starts on the day after the date of the gift.
赠予中的一种
你券商又不扣税，到时候报税用你妈买入价，时间。
我怎么记得赠与是按给的那天的价钱算cost basis的呀
就是说股票盈利视为我已经持有一年，但股票亏损就得再等一年。
但是卖出股票时是我收到form了，不是我妈。
关键是你的收入，可能无论长短，你交的税是一样的。 所以你这个题，没有什么答案。 要给出全部条件，你的收入多少，多少股票，盈利多少 才能算出合理的解决方案，是否需要考虑避免短期交易多交税
short term按收入高低纳税 long term 纳税低的多
没看懂，这个basis是由谁决定的呢？
意思是有两个basis 一个是capital gain，按照赠与人当时买价和买的时间算capital gain 而另一个是gift tax，按照被赠予时候的市场价来算gift tax 这算是common sense了
这个答复不对。
https://ttlc.intuit.com/turbotax-support/en-us/help-article/investment-income/determine-cost-basis-stock-received-gift/L4bZeNvpc_US_en_US
The holding period depends on if your basis is the FMV, which it is the most likely case.
https://www.hrblock.com/tax-center/income/investments/holding-period/amp/
礼物报单用那天的价值。
卖出时另算。
那是怎样呢？
如果我现在再转回给我妈妈，那她还能按照long term gain 算吗？
没想到券商客服会愿意回答你这个问题，而不是建议你去问你的会计。
她说问了他们的cpa答复的。
是有两个basis，但是我以为是按其中一个来交税，而不是其中一段是gift tax，另一段是capital gains。。。
这个好，看明白了。。。谢谢。。。
你是对的，我记反了，是继承才按照当时价格。
如果是这样的话楼主应该是可以算long term的。
我刚又转回给我妈了，至少她肯定是long term。
去问你报税的人
一般券商都不愿回答税务方面的问题，你这个券商胆子不小
请问你是哪个证券公司？股票赠送这么容易？
肯定是中文服务。