关于股票报税的问题 +1

hweeyatt

假设之前capital losses 20k,今年盈利40k,

分别先卖的20k profit持有一年以上,然后再卖了20k profit持有不到一年.

基于offset loses没有CGT打折,是不是

1) taxable income = 20k
2) taxable income = 10k

Answer = 20k ?

Alexxu717

10k

hweeyatt

Alexxu717 发表于 2021-9-3 10:41
10k

Not first in first out ?

First lot of selling 20k which will be used for offset losses and second lots does not have discount ?

Amy_XY

也想知道
我觉得是按（20*50% - 20k ）+ 20k = 10k 计算

闹闹猫121

同求解

markdetone

先用当年的gain抵冲所有的loss, 如不够，用往年的gain 去抵冲，最后用50% 折扣。你的例子是20当年gain-20loss = 0 + 20 * 50% = 10万

markdetone

markdetone 发表于 2021-9-3 15:11
先用当年的gain抵冲所有的loss, 如不够，用往年的gain 去抵冲，最后用50% 折扣。你的例子是20当年gain-20lo ...

50%折扣总是放在最后。

hweeyatt

markdetone 发表于 2021-9-3 13:12
50%折扣总是放在最后。

so does not matter which one got sold first ? as long as it is within the same financial year ?

markdetone

hweeyatt 发表于 2021-9-3 17:36
so does not matter which one got sold first ? as long as it is within the same financial year ?

对。ato 网站上有举例怎么抵冲loss

hweeyatt

This one ? https://www.ato.gov.au/Individua ... lculating-your-cgt/

But this example is the gained (100%) been held for over 12 months, my example is only first transection over 12 months ?

markdetone

hweeyatt 发表于 2021-9-4 00:39
This one ? https://www.ato.gov.au/Individuals/Capital-gains-tax/Calculating-your-cgt/

But this exam ...

举例在 step 5

hweeyatt

markdetone 发表于 2021-9-4 05:37
举例在 step 5

Thank you very much :)

"You can choose which capital gains to subtract your losses from. If you have any capital gains that are not eligible for the CGT discount, subtract your losses from these gains first. This will give you the best result"