Timeline for Capital Gains on same stock but two different accounts
Current License: CC BY-SA 4.0
12 events
| when toggle format | what | by | license | comment | |
|---|---|---|---|---|---|
| Oct 2, 2021 at 16:46 | comment | added | Bob Baerker | The answer provided by @Hart CO thoroughly addresses the various possibilities of utilizing two different accounts. | |
| Feb 27, 2021 at 16:15 | comment | added | Sophie Swett | @DantheHoosierMan I'm not sure which answer you're talking about, but it looks to me like both Hart CO's answer and Jay's answer say the opposite of that: it does matter which account you sell them out of and you won't necessarily be taxed based on the last purchase date. | |
| Feb 26, 2021 at 22:23 | answer | added | Hart CO | timeline score: 2 | |
| Feb 26, 2021 at 19:24 | comment | added | Dan the Hoosier Man | Yes, I meant selling all of the shares in Robinhood which I will have held for more than a year but at the same time holding shares in Webull which I've purchased within a year. | |
| Feb 26, 2021 at 19:22 | comment | added | Dan the Hoosier Man | I'm in the U.S. I was planning on selling some out of the account I've held them the longest. An answer below says it really doesn't matter which account I sell them out of and that I'll be taxed based on the last purchase date of that same stock. True? | |
| Feb 26, 2021 at 18:49 | history | edited | Chris W. Rea | CC BY-SA 4.0 |
added 4 characters in body; edited tags
|
| Feb 26, 2021 at 18:38 | comment | added | Vicky | Tax questions need a jurisdiction. Are you in the uS? | |
| Feb 26, 2021 at 18:03 | answer | added | Jay | timeline score: -1 | |
| Feb 26, 2021 at 17:45 | comment | added | Joe | am I right to assume you mean "but if I sell all of the shares held in Robinhood" | |
| Feb 26, 2021 at 17:25 | comment | added | JohnFx♦ | Which account are you selling from? I'd suggest selling from the account where you held them longer | |
| Feb 26, 2021 at 17:16 | review | First posts | |||
| Feb 26, 2021 at 19:03 | |||||
| Feb 26, 2021 at 17:13 | history | asked | Dan the Hoosier Man | CC BY-SA 4.0 |