Questions tagged [capital-gain]

This tag is to be used for any question related to gain due to appreciation of capital. Typcially Capital gains are treated differently based on the geography and hence a country tag should ideally be used with this.

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40 views

What else is the benefit of business loan? [closed]

For educational purpose, I would like to know the answer on the following, assumption based, uncommon question: Let's assume public company had some disaster related to fall of their financial results ...
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18 views

Delay in submitting W-8 BEN

I left the USA on 1/31/2019 for India, and have been in India ever since. According to 1040 NR instructions on page 10 (dual status tax payers), I could be argued as being a non-resident for 2019 ...
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What assets/earnings are included as “income” when determining capital-gains tax rates? [duplicate]

According to Investopedia, people pay varying long-term capital gains tax based on an income-based rate schedule. It appears that a person with single tax-filing status who earns less than $39,375 (...
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1answer
77 views

Can public scholarship holders in Germany invest in stock market without losing their scholarship?

In Germany, if a person (a German national or not) receives a public scholarship (i.e funded by the government), they cannot earn more than 400Euros addition to the money they are getting from the ...
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1answer
27 views

Do short term capital losses have to be used against long term capital gains for tax purposes?

As explained in this article, I understand that short term capital losses can be used to offset long term capital gains: Long-term gain with short-term loss Again we have to consider two ...
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2answers
38 views

Determining % based property appreciation

Let's say I bought a real estate for $500000 in the year 2020 and is forecasted to appreciate at a rate of 5% per annum. Given the full loan years of 30 years, at the end of 2045, the house price will ...
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1answer
18 views

Should interest on CFD positions be subtracted from UK capital gains?

The question title says it all. If I open a CFD position and hold it for a while, I will be charged interest. Can that be subtracted from the net gain or loss of the trade?
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20 views

Can transaction fees for same-day trades be deducted from UK capital gains?

Let's assume I buy and sell the same amount of shares on the same day and that the net result is zero, excluding transaction fees. Can - or should - these fees be deducted from the capital gains tax?
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1answer
149 views

Is there any disadvantages of paying off mortgage? [duplicate]

Usually when we think about paying off mortgage it always seems a good idea as this is one of the biggest debt for most people. I was curious if there are any disadvantages of paying off mortgage ...
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2answers
77 views

Order of matching for the “bed and breakfasting” CGT rule in the UK

I understand that the "bed and breakfasting" capital gains tax (CGT) rule says that purchases that occur 30 days after an asset of the same class has been disposed of should be matched together, as ...
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1answer
58 views

Deduct Expenses not Known and thus not Reported by the Broker on my Capital Gains

I'm interested in borrowing money from one of my credit cards to invest. Yes, I know how that sounds, and I'm aware of the risks; that is not what this question is about; I'm only interested in the ...
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46 views

How will I be taxed on a partial 1031 exchange?

I'm looking to execute a 1031 exchange (in USA) but not on the entire amount of the sale. For example say that I bought a property for $200k with $100k mortgage and I sell it for $300k. Ignoring ...
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1answer
99 views

As an EU citizen studying and working in the UK, how much tax do I need to pay on gains from US stocks?

I'm a student, currently away from university for a year in industry (basically I'm working full-time September to September instead of studying full-time). I sold some US at a profit via a trading ...
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3answers
382 views

Is it tax-inefficient to receive and pay rent?

Suppose I own a home and live in it. Then I realize I want to move to another part of town that is closer to work. But this is temporary because I don't know what my job will be in 5 years. So I rent ...
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1answer
92 views

Is currency value preservation considered a capital gain?

There are many ways a currency can lose its value. For example, during the financial crisis people were dumping GBP in favor of reserve currencies such as USD, which will probably happen again during ...
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3answers
692 views

Can we all be rich together?

I'm wondering, why not invest all together in the stock market with a single account? Even if capital gain is a linear function of capital, having a huge collective capital would mean great buying ...
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1answer
46 views

How to calculate monthly return on a changing capital base when swing trading?

I'm just starting out in swing trading, and I'm facing a somewhat nagging doubt. Since last January I executed 27 trades, with varying results. I am tracking down the percent return on each trade ...
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1answer
56 views

How does a capped gain / capped loss product compare to a pure index investment?

I'm looking at investment products offered by several banks in my area. Many of them follow the basic idea of capped risk/gain: the earnings and the losses are proportional to a certain index, but ...
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1answer
59 views

Ontario Capital Gains,are profits also part of taxable income?

Say I Sell my investment property house for 500k and bought it for 250k. Leaving me 250k profit. I'd be taxed on 50% of that correct: 250/2 = 125k taxable. and 125k Profit. Now my 125k is taxed ...
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2answers
992 views

Capital Gains Tax when withdrawing from a stocks & shares ISA in the UK

Capital gains tax is due on gains made investing in stocks / shares in the UK. So in theory if I were to invest £20,000 and the value of the shares were to increase by 10x and I sold at £200,000, I ...
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1answer
192 views

Can I really pay 0% tax on unlimited long term capital gains if I'm in the 12% federal income tax bracket? [duplicate]

I'm afraid I'm missing something because the 0% tax bracket for capital gains seems too good to be true. Everything I'm reading (e.g. "The zero percent tax rate on capital gains applies to people in ...
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2answers
554 views

Any capital gains taxes owed for non-residents selling stock in Canada?

I own stock of a company outside of Canada. Recently, the company was bought out by a Canadian company with newly issued shares listed in Toronto. As a shareholder of the company, I received new ...
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1answer
47 views

How would I calculate my taxes for a post-Chapter-11 distribution?

Situation: I held N shares of a company "JUNK", average cost basis $C/share. Cost basis for the shares was $C * N. Some time later, company "JUNK" filed for Chapter 11 ...
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3answers
223 views

Sequential Wash Sales

Consider these transactions all with the same stock: Buy 100 shares for $1000 on Jan 20, 2016 Sell 100 shares for $ 200 on Feb 20, 2018 Buy 100 shares for $ 100 on Feb 21, 2018 Sell 100 shares ...
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1answer
251 views

Formula to Calculate FIFO VS LIFO for Financial Instruments

Suppose an individual partakes in some mixture of short term trading and long term investing. Is there a multivariate formula that expresses under what conditions (average/variance of time in a ...
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2answers
464 views

Capital losses from stocks - carryover, and offsetting gains / income for NON-RESIDENT ALIENS

I'm a PhD student filing a tax return for 2018 on 1040NR (non-resident alien) - married filing separately. In 2018 - I had a considerable capital loss (there were no gains). when filling my tax return ...
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1answer
155 views

Do I need to file tax returns in US if my only income was from capital gains and I am a non-resident who was not in the USA for the tax year?

So I came to the US on F1 Student visa on September 2012 and studied for 2 years. I then worked for 3 years in California on F1 OPT. My F1 visa (along with the OPT) got expired in July 2017 after ...
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1answer
49 views

In general, do you need to make a tax declaration when there is no capital gain? (Europe and USA)

If you make an investment and you haven't made a capital gain (I am thinking specifically in investments not formally classified as such - like cryptocurrency, or any investment which doesn't come ...
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46 views

Sale of property in India purchased earlier using US funds and repatriate now to US [duplicate]

I was Non Resident Indians, purchased property in India with funds earned in USA. The funds were transferred from my US account to my In-Laws Bank Account in India. I am now US Citizen. I am in the ...
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1answer
111 views

Best financial model to proportionally distribute the company's income to all employees? [closed]

I plan to start a project of something "innovative". And among some of the parts of the project that I'm thinking about, it's in the term of how money (profits) should be distributed. The truth is, I ...
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2answers
203 views

Short-term selling of stocks with less profit

If I purchase $1000 worth of stock, and in the first week the stock value goes down to $900 and then in the second week the value of the stock reaches $1002, and then I sell the stock, Do I need to ...
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3answers
102 views

Tax-Gains Harvesting: which shares to sell

My annual income this year is low enough to take advantage of gains harvesting on some long-term stock share profits to reset the cost basis for a portion of my overall holdings. The share amounts ...
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1answer
419 views

DRIP Vs. Cash Dividend in a taxable account - Which one is beneficial from the tax perspective?

I believe dividends are considered as an income and if you reinvest using DRIP it won't be income but capital gain later when you sell the stock? What are some advantages and disadvantages of doing ...
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1answer
140 views

How can I legally sell this property abroad?

I have a property in Bangladesh worth around £500k. I built this property legally many years ago however I moved to the UK around 18 years ago. When I moved, I had changed my name legally meaning ...
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2answers
83 views

When do dividends occur but capital gains not?

Consider a one year period. In what case would a dividend be distributed by a company, but its share price not rise (other than a sudden fluctuation towards the nearing of the calculation period)? ...
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1answer
55 views

Tax Free Exclusion (Capital Gain)

I have question regarding to capital gain tax to a sale of a townhouse in WA State. I just want to see if any of you can provide some advise. Thanks! home purchase in 2008 for 385k and was primary ...
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0answers
82 views

Capital gains and income

When capital gains are not considered as an income (as per New Zealand Income Tax Law to be precise) then why capital gains/losses end up in an income statement to calculate net income? Does that look ...
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1answer
68 views

Rental property capital gains

I have a rental property that was my residence for 1 year and 10 months before it was converted to a rental. I am approaching 5 years since I bought the house. Am I doomed to pay capital gains if I ...
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1answer
73 views

What is the cost basis when selling shares received as part of an acquisition?

If I vested 100 options in StartupCo at a strike of $1 and I exercise then I will have paid $100 for those shares of StartupCo. If BigCorp acquires StartupCo and I receive $5 and .25 shares in ...
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3answers
117 views

Preventing tax underpayment penalty

I had some short term capital gains in 2017 which resulted in underpayment penalties both in my Federal and State taxes. I have about $5K in crypto-related short term capital gains for 2018 to report ...
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1answer
46 views

What is the correct cost basis to use for a qualifying disposition?

I sold some ISO stock this year that I've held for the required holding period so they can be treated as long-term capital gains and looking on my Form 8949, I see that my CPA has used the FMV as the ...
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2answers
343 views

Including all the ultra-wealthy, what's the average income in the US? [closed]

The ultra-wealthy typically receive fairly little of their income as wages. Larry Page, Sergei Brin, Steve Jobs, Larry Ellison, and Mark Zuckerberg all receive or received no more than $1 per year, ...
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0answers
54 views

What Details Do I Need to Keep for Tax Returns for Arbitrage Trading (UK)?

I've just started doing some arbitrage trading using a couple of online cryptocurrency exchanges, but I'm not sure what details I need to keep for the tax man. Do I need to keep a record of all my ...
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1answer
3k views

Can I declare a capital loss on a vehicle sale? [duplicate]

If I sell a car or boat at a profit, I assume I have to pay a capital gains tax. Does it work in reverse as well? Can I declare a capital loss if lose money on the sale of a car or boat?
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1answer
139 views

Capital gains tax on my home sale where my dad was sole owner

3 years ago I paid to buy a house for $47,000 but was fresh out of college and therefore could not qualify for a mortgage, so my dad signed on the house. After fixing up the house, I closed a sale for ...
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1answer
63 views

Expat with capital gains in US - do I declare those to my country of residence (UK)?

I'm a US citizen, lived my entire life in the United Kingdom. If I were to earn capital gains from US assets bought and sold through a US bank account, do I have to declare those gains in the UK?
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1answer
171 views

Can salary sacrifice pension contributions move you into a lower tax bracket for Capital Gains Tax?

If a person is paid over £45,000 per year then they are a Higher Rate taxpayer and pay Capital Gains Tax at 20% If that person pays into their salary sacrifice pension and reduces their taxable ...
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2answers
982 views

What are the “capital gains” my ETF is distributing to me alongside its dividends?

Today I noticed several ETFs I own, including SLYG, opened at a significantly lower value than they closed at yesterday (SLYG was $7.975 lower to be exact). Apparently yesterday a dividend was ...
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0answers
105 views

HYG vs JNK Capital Gains

How has HYG gone years without paying a capital gains dividend, whereas JNK has paid several? I know avoiding capital gains dividends is good because it reduces the need to pay capital gains taxes, ...
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1answer
156 views

Stock return based on percentage

If you were to buy $1000 dollars worth of shares, and the worth went up 60% and you sold, would you earn $600 or $1600? When you sell, do you keep your original capital, ($1000)?

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