A question about TSLA's 5-for-1 split

Y
YWY
楼主 (未名空间)

Tesla announcement: Each stockholder of record on August 21, 2020 will
receive a dividend of four additional shares of common stock for each then-
held share, to be distributed after close of trading on August 28, 2020.
Trading will begin on a stock split-adjusted basis on August 31, 2020.

就是说特斯拉将在8月28号盘后以股息(dividend)的方式给每只股票分派额外的4只股票。小蝌蚪我的问题是:这些股息在年终税表上会怎么反应出来?需要交税吗?

按说不应该交税,我也知道,特斯拉一定都门清,券商们也都门清,税表上肯定不会出差错。

我就是好奇问问。
u
utran

每股的cost不变?可以把股票卖了算loss?

Y
YWY

你说loss提醒了我,可能在税表上的反应就是在发股息的同时,原来持有的那一股算降价卖出(即便持股人没卖),这样正负抵消。瞎猜的,达人们请指教。

【 在 utran (Utran) 的大作中提到: 】
: 每股的cost不变?可以把股票卖了算loss?

p
papasmurf

我也看不大明白TSLA的分股。这意思是根据8/21收盘时候持有的状况来分吗? 我8/21
时候持有,8/24那天全卖了,8/28收盘后还是能分到??

AAPL的分股貌似就是根据8/31那天持股状况来分的,没有延迟一个星期再给。

【 在 YWY (夜未央) 的大作中提到: 】
: Tesla announcement: Each stockholder of record on August 21, 2020 will
: receive a dividend of four additional shares of common stock for each then-
: held share, to be distributed after close of trading on August 28, 2020.
: Trading will begin on a stock split-adjusted basis on August 31, 2020.
: 就是说特斯拉将在8月28号盘后以股息(dividend)的方式给每只股票分派额外的4只股
: 票。小蝌蚪我的问题是:这些股息在年终税表上会怎么反应出来?需要交税吗?
: 按说不应该交税,我也知道,特斯拉一定都门清,券商们也都门清,税表上肯定不会出
: 差错。
: 我就是好奇问问。

d
dragonemp

my guess is after 21, tesla will stop trading for a week to prepare the
paperwork, then after close of 28, the stocks will be finally issued, and
monday 31 it will resume trading?

d
dragonemp

best case scenario, on 21th close, tesla, apple stopped trading for a week, during week of 22-28, market crash, and on 28th , it reaches bottom, on 31th tesla and apply resume trading, completely avoided the market crash.
howabout this daydream? xD
R
Ritrue

The. On the first opening day, TSLA stock price crashes to 1/10, hahaha......

【 在 dragonemp (Henry) 的大作中提到: 】
: best case scenario, on 21th close, tesla, apple stopped trading for a week,
: during week of 22-28, market crash, and on 28th , it reaches bottom, on
31th
: tesla and apply resume trading, completely avoided the market crash.
: howabout this daydream? xD

Y
YWY

i can not imagine that they have to stop trading for this share split.

there must be a smarter solution, although it's beyond my scope of knowledge.

【 在 dragonemp (Henry) 的大作中提到: 】
: my guess is after 21, tesla will stop trading for a week to prepare the
: paperwork, then after close of 28, the stocks will be finally issued, and : monday 31 it will resume trading?

x
xiaoshuai

应该就是一开盘价格就打折吧。
y
yudabao

haha, 梦想还是要有的,万一实现了呢

【 在 dragonemp (Henry) 的大作中提到: 】
: best case scenario, on 21th close, tesla, apple stopped trading for a week,
: during week of 22-28, market crash, and on 28th , it reaches bottom, on
31th
: tesla and apply resume trading, completely avoided the market crash.
: howabout this daydream? xD

Y
YWY

on 8/31? this makes sense.

but why tesla mentioned 8/21? that date must serve some purpose.

last, back to my original question, how will this be reflected on the
relevant tax forms?

【 在 xiaoshuai (小帅) 的大作中提到: 】
: 应该就是一开盘价格就打折吧。

d
dragonemp

for tax purpose, it shouldn't matter, because your cost basis will be
adjusted accordingly, in the end, tax only care about cost basis, and your
gain/loss on it and the trade is long or short term
u
utran

那岂不是很亏,如果持有11个月了,都是long gain了,突然,1/5变成long gain,然
后新发的时间重算,那部分算是short gain,你到下个月卖出,本来只要付15%的税,
现在好了,4/5的收入你要付incoming tax,除非你再持有一年,这不是很亏
【 在 dragonemp (Henry) 的大作中提到: 】
: for tax purpose, it shouldn't matter, because your cost basis will be
: adjusted accordingly, in the end, tax only care about cost basis, and your
: gain/loss on it and the trade is long or short term

Y
YWY

vhttps://www.youtube.com/v/1oHWBzTTX04