替朋友问

替朋友问:

今年卖掉一个退休帐户的基金(不需罚款),亏损3800元,能否延迟到明年报亏? 今年的税表上是否需要说明? 如何说明?

This money has taken out from IRA account and it will be report to IRS as a part of income. But my friend wants to deduct the loss from next year's tax return.

谢谢

所有跟帖： 

• I may be wrong.. -jy101- ♂ (109 bytes) () 03/22/2012 postreply 10:31:04

• need more information for any useful advice -planotx- ♂ (2595 bytes) () 03/22/2012 postreply 10:47:40

• 若无其它capital gain or loss，今年报损3000，明年报损800，不能全部明年报损。 -dfw- ♂ (0 bytes) () 03/22/2012 postreply 11:19:52

• 请你的朋友读 1040 Schedule D Instruction -dfw- ♂ (0 bytes) () 03/22/2012 postreply 11:25:38

• 这里有两个概念,不要混在一起 -猛牛- ♀ (320 bytes) () 03/22/2012 postreply 12:31:12

• (1) depending on age and income. (2) correct -laota- ♀ (0 bytes) () 03/22/2012 postreply 13:21:06

• In fact, the loss is already counted in the process, I think. -laota- ♀ (228 bytes) () 03/22/2012 postreply 13:37:33