本疯子分享个烧option交税的事儿

A
Archdevils
楼主 (未名空间)

大拿早知道的请忽略。

最近无数小散发现烧OTM option跟白挣钱似的,觉得发现了艹死花街的法宝。
最近报税才明白件事, 超过一年的裸空的Option千万别让它白白expire, 这样盈利算
短期。
一定要化几毛钱把它关了才能当长期盈利报税。

卧槽,我也是报税发现我犯懒白白错过减税机会

仔细又看了一遍, 是这样的。
“If you buy the option back, you've completed a round-trip: you sold the
option, then repurchased it to close. Hopefully, you've spent less buying
the option than you received for selling it. Regardless, you report the
original selling price as the proceeds of the sale (subtracting any
commissions), and the buying cost as the basis (adding in any commissions). Since ordinary options expire in a few months, this will be a short-term
gain or loss. Long-term options may have a period longer than a year, in
which case you would report the transaction as a long-term gain or loss.”
如果是按买回的日期和option expire的日期算,看来我也没错过啥。 下周试验一两单来试试看券商怎么归的

g
goducksgo

谢谢提醒

这个真不知道

B
BCQ

为啥烧那么远的奥普心
时间损耗太小了吧
d
dakedo

真的假的
确实没听说过

【 在 Archdevils (英雄无敌之大恶魔) 的大作中提到: 】
: 大拿早知道的请忽略。
: 最近无数小散发现烧OTM option跟白挣钱似的,觉得发现了艹死花街的法宝。
: 最近报税才明白件事, 超过一年的裸空的Option千万别让它白白expire, 这样盈利算
: 短期。
: 一定要化几毛钱把它关了才能当长期盈利报税。
: 卧槽,我也是报税发现我犯懒白白错过减税机会

g
gelshift

真不知道,新手不敢卖长奥普讯。
就两三个星期的,今天被拷走明天被阿三,不敢说保证挣钱的话啊!

H
HATETCPC

如何烧 OTM option?
【 在 Archdevils (英雄无敌之大恶魔) 的大作中提到: 】
: 大拿早知道的请忽略。
: 最近无数小散发现烧OTM option跟白挣钱似的,觉得发现了艹死花街的法宝。
: 最近报税才明白件事, 超过一年的裸空的Option千万别让它白白expire, 这样盈利算
: 短期。
: 一定要化几毛钱把它关了才能当长期盈利报税。
: 卧槽,我也是报税发现我犯懒白白错过减税机会

g
gelshift

明显看好的股,买正股长持比奥普讯挣得多。
盖靠现金白普特,看着空手套白狼,其实上涨股错过涨,下降股被套牢,猪的股盒饭钱都不够。关键卖了盒饭钱不小心又被拷走。
道理都知道,问题是贪小利的心管不住。

A
Archdevils

跟你说了, 本疯别看疯疯癫癫,满嘴下三路。 我是真菩萨。 版上各个发财晒账户,
有几个真正脱衣服给你看刀疤的?

我吃过的亏你们绕道就是, 艹死花街,艹死IRS
g
gelshift

比如我喜欢的su,三个星期前看好的时候18.3, 就买了一手的正股。
其他卖扑若干,阿三了又卖靠,折腾半天,虽然没亏,但不如当初直接都买正股收益大。

A
Archdevils

为啥裸烧那么远的option具体原因就不说了。
不是covered c/p
R
RickW

只要是short 都算短期

g
gelshift

楼主大牛,新手券商都不让烧裸扑。

A
Archdevils

还真不是
【 在 RickW (RW) 的大作中提到: 】
: 只要是short 都算短期

c
chasecode

关了也是短期啊

这个和short股票是一样的,理论上你是先借出,你close时买回,并还给broker。IRS
认为你只持有了从"买回"到"还给borker"那几天。所以是short term.
https://www.tradelogsoftware.com/resources/filing-taxes/options-tax-rules/

However, if you are the writer of a put or call option (you sold the option) and you buy it back before it expires, your gain or loss is considered
short-term no matter how long you held the option.

【 在 Archdevils (英雄无敌之大恶魔) 的大作中提到: 】
: 大拿早知道的请忽略。
: 最近无数小散发现烧OTM option跟白挣钱似的,觉得发现了艹死花街的法宝。
: 最近报税才明白件事, 超过一年的裸空的Option千万别让它白白expire, 这样盈利算
: 短期。
: 一定要化几毛钱把它关了才能当长期盈利报税。
: 卧槽,我也是报税发现我犯懒白白错过减税机会

g
goducksgo

学习了,

看样子还是得买股票

【 在 chasecode (chasecode) 的大作中提到: 】
: 关了也是短期啊
: 这个和short股票是一样的,理论上你是先借出,你close时买回,并还给broker。
IRS
: 认为你只持有了从"买回"到"还给borker"那几天。所以是short term.
: https://www.tradelogsoftware.com/resources/filing-taxes/options-tax-rules/: However, if you are the writer of a put or call option (you sold the
option)
: and you buy it back before it expires, your gain or loss is considered
: short-term no matter how long you held the option.

c
cobb

你这个自相矛盾啊,一年以上的expire不肯定是长期的了????????难道还有短期的问题。。。。。。
A
Archdevils

不是的, 看楼上几位的援引和我顶楼的更新。

Expired Options
Options are capital investments, just like stocks, and the IRS basically
treats them the same way. If the underlying stock rises and the put option
expires, you report the premium you collected for selling the put as the
proceeds of the transaction: the money you received. You enter option
transactions on Form 8949, Part I (for short-term gains or losses), which
you then carry over to Schedule D. The premium you received represents the "proceeds" or sales price of the trade. The basis is 0, since the option
expired and you didn't close out the trade by buying the option back.

【 在 cobb () 的大作中提到: 】
: 你这个自相矛盾啊,一年以上的expire不肯定是长期的了????????难道还有短
: 期的问题。。。。。。

l
ltian

这个正解,我经常有持有了一年以上的shorted option,买回来后券商都把它算做
short term gain
【 在 chasecode (chasecode) 的大作中提到: 】
: 关了也是短期啊
: 这个和short股票是一样的,理论上你是先借出,你close时买回,并还给broker。
IRS
: 认为你只持有了从"买回"到"还给borker"那几天。所以是short term.
: https://www.tradelogsoftware.com/resources/filing-taxes/options-tax-rules/: However, if you are the writer of a put or call option (you sold the
option)
: and you buy it back before it expires, your gain or loss is considered
: short-term no matter how long you held the option.

A
Archdevils

我重看一边
会不会是按买回的日期和option expire的日期算,看来我也没错过啥。 下周试验一两单
来试试看券商怎么归的。

“If you buy the option back, you've completed a round-trip: you sold the
option, then repurchased it to close. Hopefully, you've spent less buying
the option than you received for selling it. Regardless, you report the
original selling price as the proceeds of the sale (subtracting any
commissions), and the buying cost as the basis (adding in any commissions).
Since ordinary options expire in a few months, this will be a short-term
gain or loss. Long-term options may have a period longer than a year, in
which case you would report the transaction as a long-term gain or loss.”

【 在 ltian (舟) 的大作中提到: 】
: 这个正解,我经常有持有了一年以上的shorted option,买回来后券商都把它算做
: short term gain
: IRS
: option)

c
chasecode

sell option的收益永远是短期的

我喜欢卖1月到期的option,这样12月底的时候,你可以决定是把short gain今年还是
明年兑现,
【 在 Archdevils (英雄无敌之大恶魔) 的大作中提到: 】
: 我重看一边
: 会不会是按买回的日期和option expire的日期算,看来我也没错过啥。 下周试验一两单
: 来试试看券商怎么归的。
: “If you buy the option back, you've completed a round-trip: you sold the
: option, then repurchased it to close. Hopefully, you've spent less buying
: the option than you received for selling it. Regardless, you report the
: original selling price as the proceeds of the sale (subtracting any
: commissions), and the buying cost as the basis (adding in any commissions).
: Since ordinary options expire in a few months, this will be a short-term
: gain or loss. Long-term options may have a period longer than a year, in
: ...................

A
Archdevils

你12月底结账的时候离一月只有几天了, 还是short term, expire 算0天,也是short term.
我原贴理解这句应该是错了

Long-term options may have a period longer than a year, in
which case you would report the transaction as a long-term gain or loss

估计是指关空仓的时间和option本身expire 的间隔多长。
不过这机霸网站胡说也不知道。我下周试试看就知道了

【 在 chasecode (chasecode) 的大作中提到: 】
: sell option的收益永远是短期的
: 我喜欢卖1月到期的option,这样12月底的时候,你可以决定是把short gain今年还是
: 明年兑现,
: 两单

c
cobb

这个不一样吧,option是自己write的没有借这个概念吧????????可以short
sell期权么???

【 在 ltian (舟) 的大作中提到: 】
: 这个正解,我经常有持有了一年以上的shorted option,买回来后券商都把它算做
: short term gain
: IRS
: option)

p
pstwo

mark mark
p
pharma

Per IRS guidelines:

(1) if you are the writer of a put or call option (you sold the option) and you buy it back before it expires, your gain or loss is considered short-
term no matter how long you held the option.

(2) if you are the writer of a put or call option (you sold the option) and it expires, your gain or loss is considered short-term no matter how long
you held the option.

这似乎很明确说明了是short term gain regardless.

【 在 Archdevils (英雄无敌之大恶魔) 的大作中提到: 】
: 大拿早知道的请忽略。
: 最近无数小散发现烧OTM option跟白挣钱似的,觉得发现了艹死花街的法宝。
: 最近报税才明白件事, 超过一年的裸空的Option千万别让它白白expire, 这样盈利算
: 短期。
: 一定要化几毛钱把它关了才能当长期盈利报税。
: 卧槽,我也是报税发现我犯懒白白错过减税机会
: 仔细又看了一遍, 是这样的。
: “If you buy the option back, you've completed a round-trip: you sold the : option, then repurchased it to close. Hopefully, you've spent less buying : the option than you received for selling it. Regardless, you report the
: ...................