美国股民如何大幅减税

ezch

I have one question. If one have lose carried over from 2007 or previous years. When he select MTM accounting for 2008, can those loses carried over from previous years be added into 2008 losses?

Thanks.

小咪

1# gdtrader

firefly8

奇怪, 我送的茶花不见了?
补更好看的:

vcchina

Below is a paragraph of 3115 form instruction in IRS website. It looks OK for 2008 tax return to change now. In the past, I electronically filed tax froms, but I have to mail forms this year in or ...
qld 发表于 2009-3-2 17:04

Read the English more carefully, since April 15 2009 is the last day for filing the 2008 tax return, therefore, the last day for filing MTM status change for year 2008 is April 15, 2009. GDtrader was right.

gdtrader

I have one question. If one have lose carried over from 2007 or previous years. When he select MTM accounting for 2008, can those loses carried over from previous years be added into 2008 losses?

T ...
ezch 发表于 2009-3-2 17:34

不行，但是你的Carryover一直在，如果你有几个户头，可以留一个户头当成Normal投资户头，不算入MTM，carryover可以和此户头连着，一直用下去。如你没有其它户头，可以开一个或等哪天把MTM改过来后再claim carryover

gdtrader

16# qld


At least the plain English you quoted seems to be saying that, in order for the MTM status to be effective for your 2008 tax return, you need to have filed the request by 4/15/2008. ...
BSW 发表于 2009-3-2 02:09

其它不说了。我朋友2001年亏得很大。一脸灰的。他有FULL TIME 工作，亏了钱还要付工资税。 我教他File form3115改成MTM accounting, Trader in Securities，他在2002年filed  3115，把2001年改成了MTM，减了不少税, IRS没说不行，一切OK。按你说的2008年的要在2008年4月15日前FILE 3115， IRS早来找他麻烦了。从那以后他一直用MTM。

qld

其它不说了。我朋友2001年亏得很大。一脸灰的。他有FULL TIME 工作，亏了钱还要付工资税。 我教他FILE 3115改成MTM accounting, Trader in Securities，他在2002年FILE的3115，把2001年改成了MTM，IRS没说不行 ...
gdtrader 发表于 2009-3-3 12:34

谢谢老大的回复。这两天我仔细读了IRS的相关文件，在4/15/09之前可以将2008年的改成MTM。之前我将"election" and "change" 混为一谈了。

hohoho

gt 老大, 如果有的股票不是2008 买的，可不可以也claim MTM？ 前面有邻居说holding 不可以超过四个月？多谢！

OptionFisher

老姜:

Thank you for your information.

Could you give some advise for those made money last year?  Thanks!

greenbean

found this when googling this topic.

http://www.edaytradertax.com/tradermtm.php
http://www.edaytradertax.com/trader_case_law.php

the 2nd link has some cases from tax court on the status of trader.

xiaoxiaozhang

A lot of people tried, but none of them was successful, as far as I know. Good luck!

austinjoe

Could you please be more specific here -- you know lots people tried to use trader status for tax filing and IRS denied?

A lot of people tried, but none of them was successful, as far as I know. Good luck!
xiaoxiaozhang 发表于 2009-3-20 16:39

hohoho

I don't know who is right but this web site seem to indicate you need to elect by 4/15/08 to use MTM for 2008:

http://www.greencompany.com/EducationCenter/GTTRecMTMMissed.shtml

Totally confused. Anybody know a good CPA that have experience in trader status/MTM in Silicon Valley?

qld

gt 老大, 如果有的股票不是2008 买的，可不可以也claim MTM？ 前面有邻居说holding 不可以超过四个月？多谢！
hohoho 发表于 2009-3-20 13:52

As I know, you only need to check what market value difference of your MTM account between 12/31/2007 and 12/31/2008, and deposit/withdraw

hohoho

As I know, you only need to check what market value difference of your MTM account between 12/31/2007 and 12/31/2008, and deposit/withdraw
qld 发表于 2009-3-22 11:12

Did you use it before? Or that is what you think? Thanks!

shinings

GD老大，今年的1040 schedule D instruction第4页上写着：
"Mark-to-Market for Traders:
Generally, the election must be made by the due date (not including extensions) of the tax return for the year prior to the year for which the election becomes effective. To be effective for 2008, the election must have been made by April 15, 2008."

我的理解是，去年（2008.1.1-2008.12.31）的股票交易已经没法申请M2M了。如果今年报税（报的是2008年的税）同时提出申请，那么2009年全年的股票交易可以用M2M算。

是不是这样？

pepsi

coexist

GD老大，今年的1040 schedule D instruction第4页上写着：
"Mark-to-Market for Traders:
Generally, the election must be made by the due date (not including extensions) of the tax return for the year pri ...
shinings 发表于 2009-3-29 21:17

我也想知道

shinings

GD老大，今年的1040 schedule D instruction第4页上写着：
"Mark-to-Market for Traders:
Generally, the election must be made by the due date (not including extensions) of the tax return for the year pri ...
shinings 发表于 2009-3-29 22:17

自己顶一下

globe

thanks a lot!