think it as if a case where your company gave you $10K cash bonus with $5K tax withheld, and you got $5K in your bank account. Then you used the $5K to buy 100 shares of the company's stock at a price of $100/share on stock market. Your W2 will include the extra $10K income and $5K tax withheld, and you deal with the capital gain/loss of the 100 shares separately at the time you sell them, with a cost basis of $100/share.
Cost basis 100 Gain 150-100=50 Tax > 1 year, long term capital gain tax < 1 year, short term capital gain tax, 和income tax 基本一样 从broker网站下载tax statement ,直接上传文件,turbo tax 就能给你算出来
增加就业机会。
事实上,你最后交的税不会正好是那50股的钱,年终退税的时候综合算的,一般会比这个数字低。
think it as if a case where your company gave you $10K cash bonus with $5K tax withheld, and you got $5K in your bank account. Then you used the $5K to buy 100 shares of the company's stock at a price of $100/share on stock market. Your W2 will include the extra $10K income and $5K tax withheld, and you deal with the capital gain/loss of the 100 shares separately at the time you sell them, with a cost basis of $100/share.
从broker网站下载tax statement ,直接上传文件,turbo tax 就能给你算出来
我的天,这不是真的吧。 赶紧找会计师补交吧,等irs查出来,利息和罚款会吓死人的
这么大数目 搞不好会被认为fraud 那就不仅仅是罚款了
broker给的cost basis有时候不准 需要自己adjust
你赢了IRS
你牛!不服不行,赶紧补税
这个要是查到得进去了吧
你经常炒股, 不至于这么糊涂吧? 哈哈
是啊 其实w2里很清楚 vested和卖股票交税时的paycheck也很清楚 可能有问题的是broker的coat basis 如果不对要手动adjust 不然将来卖股票时的成本就不对了
请问这个cost basis怎么adjust?我看到的是vest当天的收盘价
多数broker给的表格cost basis是对的 有的broker给的表格会把cost basis算成一两分钱 那就要报税时手动改一下