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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If a company goes private, does it still count as a capital gain/loss?
This is related to "What happens to public shareholders when a public stock goes private?" I am pretty sure the answer is yes, but:
If you own stock in a public company which is bought out, does it ...
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Capital Gains taxes on an inherited house
My grandfather passed away in 2011 and my father inherited his house. We are looking to sell the property now and are concerned with capital gains taxes. The property has a market value of around $...
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How to determine mutual fund or ETF capital gains taxes in Canada?
I live in Canada. I invest with TD Waterhouse, but I believe my question is unrelated to my specific broker.
Over the course of 2011 and 2012, I invested in a mutual fund indexed to the S&P/TSX (...
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Gains/loss calculation for staggered buys & sells?
I am completely new to this, so understand that I realize that I still have a lot to learn before I invest any significant sum of cash. I've bought a few shares of stock (let's call it ABC) through ...
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Selling before "Fiscal Cliff" potential change to capital gains tax?
I am going to sell some of my stock for a personal expense. I've owned the stocks for maybe 2 years.
Is it a good idea to do so before Jan 1 to avoid getting hit with an increase in capital gains ...
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Does it count as long term gains if you buy and sell more shares of an existing stock holding?
I'm a little uncertain on how capital gains tax applies to this scenario. Will it be considered a long term or a short term gain?
I bought 100 shares of XYZ for a few years ago
The stock does does ...
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ESPP strategy - Sell right away or hold?
I participate in my company's ESPP. Unlike most ESPPs, ours purchases shares on a MONTHLY basis, the price being the average on the last day of the month. A dollar contribution is taken out of each ...
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Growth of unrealized gains in tax-managed index funds
Tax-managed index funds defer capital-gains distributions by, among other things, offsetting capital gains with losses and deviating from their underlying indexes to avoid having to sell appreciated ...
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Capital Gains on Stock Sold in Order to Sell House
I'm currently underwater on my mortgage. If I liquidated part of my mutual fund holding in order to pay the difference between the sale price of the house and what is owed, does the standard capital ...
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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 ...
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83(b) and long term capital gain
I have been in company A for ~10 months and I have been granted X amount of ISOs (Incentive Stock Options). Though, none of those ISOs have vested yet.
Now company B just bought company A (deal is ...
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Tax implications of 401k regular rebalancing vs a retirement target fund
This question is in the context of securities held within a 401k.
As I understand it, one of the advantages of a retirement target date fund (like Fidelity's FFFHX, which I am in 100%) is that the ...
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What are the differences in taxes rules for specialty ETFs such as GLD (Gold ETF) and general ETFs?
I am in the 15% tax bracket. In terms of short term hold and long term hold, I want to know what the differences in taxes rules for specialty ETFs such as GLD (Gold ETF) and general ETFs as are?
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Cashing in a Self Selected Stocks & Shares ISA
If I wanted to cash in my ISA today, what taxes would I have to pay and what percentages would they be?
I think that if the value of the ISA is about £10,600, only then would I have to pay capital ...
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Meaning of capital gain distribution
How is capital gain distribution calculated?
I wonder what differences and relations are between capital gain
distribution and capital gain/loss?
Line 13 of IRS Form 1040 asks for capital gain and ...
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How to report adjustment to basis of sale of a publicly traded partnership?
I've received a K-1 from a publicly traded partnership, which lists Cumulative Adjustments to Basis. I sold some of the shares in this PTP in 2011, and for each lot, there is an amount in this ...
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"Cap gains exposure" of an ETF -- what does it mean?
Morningstar provides an ETF data point called potential cap gains exposure. For example, here is Vanguard's Europe ETF (VGK):
This value is negative 78% for VGK. I understand that this is a good ...
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Short or Long Term Capital Gains for Multiple Investments
Say I make the following transactions:
Jan 5, 2011: I buy 100 shares of Stock X
Jan 5, 2012. I buy 100 more shares of Stock X.
August 1, 2012: I sell 100 shares of Stock X.
If I have this correct, ...
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Tax consequences of short term capital losses
How do short term capital losses figure into taxable income? If someone has 50k of taxable income before considering capital gains (and losses) and a total of $2k in short-term capital losses, what ...
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Cashing in stocks for house downpayment
I've got a handful of stocks that I'm planning on cashing in for a house down payment. I'm wondering if anyone knows if I will get hit with capital gains tax, if I'm immediately reinvesting the money ...
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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 ...
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Can capital gains be used to fund an IRA with tax advantages?
This may be a naive question, but to me this seems like it should work.
Say I earn $1,000 this year in capital gains from selling some stock that appreciated. I think this is taxed at the capital ...
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Can a loss on the sale of my house offset capital gains tax from stock options?
I've lost a bunch of value on my primary residence. I've got a bunch of vested stock options that, when exercised/sold, will be a substantial capital gains.
If I sold my house the same year I ...
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What are the tax implications of improvements to a home that's not primary residence?
How are expenses related to fixing up an investment property treated? Are they deductible? What is a qualified expense? Are they deductible from income, or only used to offset capital gains? USA rules,...
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Tax implications on profit/loss from selling a home that's not your primary residence?
What is the tax treatment for profit/loss on the sale of a home that is not your primary residence? Does length of ownership matter? USA rules, please.
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Taxes on selling stock
If I want to sell some stocks to buy other stock do I have to pay taxes on the profits from the sale of the first stock?
How long can I keep the cash in my brokerage without having to pay taxes on ...
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Investing in stocks with gross income (not yet taxed) cash from contract work?
I do side work, every year I usually have somewhere between $10,000 and $25,000 in cash. Every year I do my taxes I mark this as additional income and pay taxes on it.
This year I'm going to have an ...
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Can capital gains from employee stock options be transfered to a TFSA to avoid taxes?
In a scenario where, for example:
An employee exercised a "same-day-buy-and-sell" operation on his employee stock options. He ends up making a profit / gain of $10K. He already has a yearly salary of ...
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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:
...
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How to report "short term capital gains distribution" to IRS
I am writing Sch D software and researching the proper way to report certain capital gains distributions from leveraged EFTs, for example TYH. These distributions are reported as "short term", see ...
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When transferring shares to an adult from a irrevocable trust, what is the cost basis of those shares?
My grandparents set up an irrevocable trust account that has a few stocks in it. Now those shares are being transferred to me from the trust.
Since those shares have value at some point, Uncle Sam ...
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Will capital gains affect my tax bracket?
I am marginally in a lower tax bracket based on W2 income. If I add capital gains from stock sales, then this tax bracket would go higher. Does capital gains actually affect your tax bracket or are ...
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Are there capital gains taxes or dividend taxes if I invest in the U.S. stock market from outside of the country?
Recently, I invested in some stock in the U.S. stock market. I was wondering:
Whether there are capital gains taxes if I sell stock? Do they take account into my foreign exchange loss?
Are there any ...
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Changes in Capital Gains Tax in the US - Going to 20% in 2011?
I have made substantial gains in the stock market this year on stocks that I have held long term (> 1 year).
I understand that when I sell this stock, I will pay 15% capital gains tax.
I have heard ...
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How long do you have to live somewhere to be a resident for tax purposes?
My company is paying me with large amounts of equity pay. Theoretically*, I could delay realizing some of the gains on this equity and move to a place which, unlike California, does not charge 9.3% on ...
user296
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Are bond ETF capital gains taxed similar to stock or stock funds if held for more than 1 year?
Are gains on bond ETFs held for more than one year taxed at a lower rate, similar to stocks and funds holding stocks? I'm referring to the change in price of the fund, not dividends.
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Should I wait to sell a stock (at a loss) that I have held for less than a year?
I currently hold some shares of a stock that I don't expect to regain much value. I bought this (at a higher price) about 8 months ago.
My limited understanding of the way capital gains taxes work ...
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If I buy a property in an underage dependent's name am I exempt from capital gains (losses) on my income tax?
If I purchase a property in an underage dependent's name (son or daughter), and then sell it before they reach the age of majority, do I need to claim the capital gains (losses) on income tax if I ...
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How many days do I have to hold a stock before it is considered a capital gain by the CRA?
I want to sell a Canadian stock from my investment account that I bought a month ago. The stock makes about 20% gain and I am afraid it might go down in the future. If I sell it now, will Canada ...
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