5
votes
1answer
194 views

What happens if a company you hold short merges with another company?

I know how mergers (typically) work when you're long a company, you simply get shares in the merged company equal to your previous market value. But what happens if you hold a short position? The ...
2
votes
1answer
122 views

Tax benefits to buying stocks on Dec 31 vs. one day later?

For an individual in the US (California), are there tax benefits to buying stocks on Dec 31 vs. one day later?
8
votes
1answer
227 views

Does selling mixed-term stocks with a LIFO tax strategy make sense?

I have some long term stock holdings (ranging 2-4 years old). I would like to buys some more of those stocks with the intention of selling them short term (days to weeks). Right now, the tax strategy ...
2
votes
0answers
473 views

ESPP in the UK - worth it? Disqualifying / qualifying sales?

I've recently joined a company that offers a ESPP scheme and I just wanted to get a few bits of information as well as confirm that my understanding is correct. You choose a percentage that will be ...
4
votes
1answer
338 views

What happens to class action awards for a stock in an IRA?

One of the individual stocks I own in an IRA account recently lost a bunch of value, allegedly due to misconduct on its officers' part, and is now the defendant in a bunch of class action lawsuits on ...
2
votes
1answer
251 views

How converted stock is taxed due to an acquisition

Private company A was bough by a public company B. All unvested A's common stock (result of early exercise) will be rolled into B's restricted stock (with the same vest schedule). Is this taxable ...
2
votes
3answers
397 views

Are IRAs condusive to short term trading?

Since IRAs are only taxed when you take the money out when you retire, are the normal tax implications of short term trading non-existent? Thereby making it extra beneficial to do your short term ...
-4
votes
1answer
206 views

Free online U.S. tax filing service that supports stock trade capital gain/loss data import?

Is anyone aware of any services (websites or programs) that allow completely free electronic filing for US form 1040 Tax returns for 2011, that include imports of many 1099-B / Capital Gains & ...
1
vote
3answers
408 views

Filing taxes on stocks

In 2007, my father (now deceased), unbeknownst to me, was trading stocks in a custodial account under my name. He actually ended up losing money on the trades, but he never filed taxes for them. ...
0
votes
1answer
258 views

Restricted Stock Grants - How to prepare tax return when you sell to cover taxes

Whenever a stock grant through my employer vests, I always opt to sell to cover my tax obligation. So, for example, if 500 shares vest, I leave with 250 shares and the other 250 are sold to cover my ...
2
votes
4answers
2k views

Do I have to pay a capital gains tax if I rebuy different stocks?

If I sell stocks and bonds and have a capital gain, and rebuy different stocks within a certain time frame, will I still be paying the capital gains tax from the original sale? ( just want to change ...
6
votes
3answers
492 views

Should I wait a few days to sell ESPP Stock?

I have read three other threads about employee stock purchase plans (I get to buy company stock at a 15% discount) and come to the conclusion that I should sell most of my shares immediately after ...
8
votes
2answers
335 views

Benefits of Purchasing Company Stock at a Discount

The public company I work for offers a stock purchase plan at a 15% discount. There is an annual limit to how much each employee can purchase at the discounted rate. To keep things simple assume: ...