老大，那个wash sale, IRS 也说得不清不楚

IRS 是这样说的，怎么理解 substantially identical 就见仁见智了。  我觉得安全一点好，一个月内不去碰类似的了。

Wash Sales

You cannot deduct losses from sales or trades of stock or securities in a wash sale.

A wash sale occurs when you sell or trade stock or securities at a loss and within 30 days before or after the sale you:

1. Buy substantially identical stock or securities,

2. Acquire substantially identical stock or securities in a fully taxable trade,

3. Acquire a contract or option to buy substantially identical stock or securities, or

4. Acquire substantially identical stock for your individual retirement account (IRA) or Roth IRA.

http://www.irs.gov/publications/p550/ch04.html#en_US_2010_publink100010601

 

所有跟帖： 

• 多谢，我觉得你理解正确，不能减 -色大胆小- ♂ (0 bytes) () 08/10/2011 postreply 10:33:26