Tagged Questions
3
votes
1answer
127 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
104 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
124 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
128 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
170 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
161 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
735 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 ...
5
votes
2answers
142 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 ...
9
votes
2answers
187 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:
...
