股票报税疑问·

hailidouhu

又到了报税的季节了，有问题要请教大家，先谢谢了！

我的问题是；1，上一个财政年度买的股票，到了这个财政年度才卖，赢亏都是算现在的吗？

                  2，如果这个财年的收入是2.3万澳元，我要交的税额是（23000-18200）X19%=912.00澳元吗？

                   3. Lower income tax offset 445.00对我适用吗?我要交的税额是不是912.00-445.00=467.00？

去年是找会计师做的，要交的税额是420.00澳元少于445，就免除了，没交税了。

                    4.除了填tax return for individuals 外，再填tax return for individuals  (supplementary section)  就行了吗？ capital

gains tax(CGT)schedule需要填吗？

                      5.银行的利息tax summary ，股票分红statement等等凭证都要附在表格里交给税务局吗？

Ozmark123

When dealing with shares:

1. dividends income, get a dividends summary from your broker- like commsec, record it in Item 11, be awere of unfranked dividends, and franked dividends.

2. when disposal of shares during FY16, there will be capital gain/(loss), get a transaction summary from broker, then work out cost base (when purchase), and if disposed off particular shares, cost base against proceeds. if proceeds > cost base, capital gain. and if held more than 12 months, entitled to discount. record them in Item 18. gross capital gain 18H, net capital gain 18A.

if no other income, you should pay minimal tax. you did not mention 23 grand includes both capital gain and dividends or only capital gain, only dividends. It is hard to work out for you.

woshixiaofei18

Ozmark123 发表于 2016-8-22 16:57
When dealing with shares:

1. dividends income, get a dividends summary from your broker- like com ...

Nice response. Mark it down.

woshixiaofei18

Ozmark123 发表于 2016-8-22 16:57
When dealing with shares:

1. dividends income, get a dividends summary from your broker- like com ...

想请教一个问题
如果我用1000块钱买了一个股票，然后股票翻了一倍，卖出来1000块钱，剩下的打算等1年再卖。
我可以在报税的时候认为这次我的profit为0， 然后剩下的无论卖多少钱都当成是profit来最大化享受cgt discount？

triplewoods

woshixiaofei18 发表于 2016-8-22 23:51
想请教一个问题
如果我用1000块钱买了一个股票，然后股票翻了一倍，卖出来1000块钱，剩下的打算等1年再卖 ...

先进先出，算股数

Ozmark123

woshixiaofei18 发表于 2016-8-22 23:51
想请教一个问题
如果我用1000块钱买了一个股票，然后股票翻了一倍，卖出来1000块钱，剩下的打算等1年再卖 ...

you get profit 500.

cost base 1000
total value 2000

sold half shares 1000
half shares cost base 500

gross capital gain 500 into tax return, if held more than 12 months, taxed on $250

hailidouhu

Ozmark123 发表于 2016-8-22 16:57
When dealing with shares:

1. dividends income, get a dividends summary from your broker- like com ...

Ozmark123,谢谢你的答复！

但是if no other income, you should pay minimal tax. you did not mention 23 grand includes both capital gain and dividends or

only capital gain, only dividends. 这句话没看懂，可以再解释解释吗？

另外，以低于市场价买来的配股，在1年内卖掉，利润的算法与其他股票的买卖差价算法一样吗？

真的感谢你啊！今年的报税想自己试试看，可是英文太烂，税务局报税指导书看的我头昏脑胀的，还不得要领。

woshixiaofei18

Ozmark123 发表于 2016-8-23 11:24
you get profit 500.

cost base 1000

Thx. Seems like I can't maximise the profit in dealing with the tax.

Ozmark123

hailidouhu 发表于 2016-8-23 11:44
Ozmark123,谢谢你的答复！

但是if no other income, you should pay minimal tax. you did not mention  ...

the same, the cost you paid for the shares which is below market value is still your cost base.

Because do not know if you have other source of income, if you have, then it is hard to know if you should be tax payable or tax refundable.

If you franking credits, you may get tax refund. make sure you record it into the correct area.

hailidouhu

Ozmark123 发表于 2016-8-23 16:12
the same, the cost you paid for the shares which is below market value is still your cost base.  ...

HI,Ozmark123

上个财政年度只有capital gains,没有capital loss；这个财年有2000澳元的capital gains ,500澳元的 capital loss 。请问18项capital

gains 中的net capital losses carried forward to later income year V该怎么填呢？net capital gains A 填1500澳元，对吗？谢谢

啦！

Ozmark123

hailidouhu 发表于 2016-8-25 11:13
HI,Ozmark123

上个财政年度只有capital gains,没有capital loss；这个财年有2000澳元的capital gains , ...

Hi,

if you have capital gain 2000, capital loss 500, you apply 500 loss against capital gain 2000. then you have capital gain 1500.
if you have held share more than 12 months. gross capital gain 1500, net capital gain 750, leave capital loss blank.

if any shares after applied for loss held less than 12 months, there is no 50% discount applied on that share.

hailidouhu

Ozmark123 发表于 2016-8-26 10:01
Hi,

if you have capital gain 2000, capital loss 500, you apply 500 loss against capital gain 200 ...

Hi,Ozmark123,太谢谢你了 。今天才表示感谢是因为周末不在网上。