我崩溃了

humbletrader

填3115税表的结果。

万能的神坦啊，那么多选项，填哪一个才表示我要M2M，要做 trader,　我用 TurboTax,　根本就没有让我把去年选成M2M的选项啊，另外TD　ameritrade　也没有这个选项啊。网上有3115的样本我可以照抄吗，去年今年应该有挺多人要填3115啊，造福大家啊。

bobcat

看看这本书

"The Tax Guide for Traders" by R.A. Green.

happylux

Find a CPA, why bother about it too much.

sooners

回复 1# humbletrader


   

livefreakss

Come on, you just need to change your accounting method to M2M... that is all.....

humbletrader

Come on, you just need to change your accounting method to M2M... that is all.....
livefreakss 发表于 2010-3-23 07:16

大侠多说两句吧。八页纸绝大部分都不知所云，哪一个问题我应该划　YES，其他通通划　NO？另外谢谢楼上的建议！

livefreakss

http://www.irs.gov/pub/irs-pdf/i3115.pdf

See the instruction....

humbletrader

大侠们帮忙看看吧，我是这样填的。代码是64，除了14和16写了YES，其余全是NO。

谢谢谢谢！


楼下的同学，CPA要300块。我这炒股的生意现在还在亏钱那，能省一分算一分吧。

flyingdust

万能的上帝啊，请个CPA不就完了？貌似都挺合理的价钱。

90ufo

http://www.thefreelibrary.com/Pl ... +in+a...-a079439884
Change in Accounting Method

If an active trader is changing from the cash method of accounting for securities transactions to the MTM method, he is making a change in accounting method and must file Form 3115, Application for Change in Accounting Method. In addition, the active trader must calculate a Sec. 481 adjustment to reflect the effects of the change in method.

If a new trader, who qualifies as an active trader in securities, elects MTM accounting treatment, Form 3115 and a Sec. 481 adjustment are not required. The new active trader is simply adopting MTM accounting for the new business. A new trader would be someone who filed as an investor in the prior year and did not report expenses for trading activity on Schedule C in the prior year.
================================
上面QUOTE的意思是,新TRADER不一定需要填3115和SECTION 481(A).
第一年填"TRADING AS BUSINESS" schedule C, LINE F, 选ACCOUNTING METHOD的时候 -- 不选 cash, 不选 accrual, select "other" fill in "MTM"


我也不SURE怎么填3115，而且我的H&R TAXCUT SOFTWARE还没有3115FORM. 要PAPER邮寄去IRS.
第11,14 YES,   16不SURE, YES/NO 看个人偏好了.
况且SECTION 481(A)的数目,填在SCHEDULE-C什么地方呢? 没高明白.

抓耳挠腮了一天后,决定还是不填3115了,保留原来的ACCT做INVESTMENT (填SCHEDULE-D, 因为这帐号有LT GAIN, 还有DIVIDEND,税上优惠的,不想按照28%交税).
另一个09年新开的ACCT做BUSINESS TRADING, START FROM SCRATCH. (填 SCHEDULE-C, FORM4797)

当然, 如果不填3115和SECTION 481(A).你就不能把以前亏的钱MTM一次减掉.
建议你还是找个CPA.

bobcat

Most CPAs do not know how to do this properly.
Make sure you find one who knows!
If there is one error in the filing, your claim of past losses
might be challenged in the future.

humbletrader

Thank you all very much! Wish you all account day day up!