美国股民如何大幅减税

chihuahua68

等等...去年我打了电话, IRS说只要你有FULLTIME JOB, 就不能算TRADER.

妞妞

谢谢!

gdtrader

等等...去年我打了电话, IRS说只要你有FULLTIME JOB, 就不能算TRADER.
chihuahua68 发表于 2009-3-1 17:43

也许你应该再与别的IRS 人员谈谈看看那个人说的对不对。据我所知，在98-99年这个问题已经在法庭上解决了。有full time工作也可以做为TRADER的,就如有FULL TIME 工作还是可以在业余开个公司的一样。我朋友一直有FULL TIME工作，2001年起一直用Mark to Market/“TRADER IN SECURITIES”在SCHEDULE C里报税,一年也仅做不到500笔交易,  IRS从来没找过他麻烦。

chihuahua68

也许你应该再与别的IRS 人员谈谈看看那个人说的对不对。据我所知，在98-99年这个问题已经在法庭上解决了。有full time工作也可以做为TRADER的,就如有FULL TIME 工作还是可以在业余开个公司的一样。我朋友一直有F ...
gdtrader 发表于 2009-3-1 18:56

IRS基本上心里明白, 不过最后可能要到法庭上解决.
For details, please read link.

lite1067

"MARK TO MARKET后，2009年你也必须用MARK TO MARKET除非你再次FILE 3115表把它搞回来。"

能搞回来吗？我记得change status后就永远是trader待遇了。而且IRS查的很凶。

tlzn

1# gdtrader



非常感谢
想知道,加拿大是否也可以像美国那样报税?

kosh

jilier

23# gdtrader
有FULLTIMEJOB的可以报PARTTIME TRADER。 有一例加州的PARTTIME TRADER，早起TRADE，关盘前两小时再去上班，下班作研究。什么也不耽误。不过HOME OFFICE 要小心。五百个TRADE 是ROUNDTRIP 的吗？

开小差

but i heard that it is very difficult to change back. u need to stick with it for 5 years. well, that's what i heard.

dividend_growth

你需要付payroll tax吗？

tungsten

拿H1签证的人能不能用这个技巧啊?

我是谁

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marlin

Thanks.

BSW

16# qld


同问。I think you are right. 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.

kidd

jilier

30# dividend_growth
一般情况不需要，因为不是EARNED INCOME。

Bencat

Thank you for sharing!

LadyLuck

thanks a lot - gdtrader and all!!

Brainteaser

supper cool

qld

16# qld


同问。I think you are right. 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  ...
BSW 发表于 2009-3-2 02:09

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 order to attach form 3115


When and Where To File
Automatic change requests. A Form 3115 that is filed under the automatic change request procedures is filed in duplicate.
The original must be attached to the filer’s timely filed (including extensions) federal income tax return for the year of change. A copy of the Form 3115 must be filed with the IRS National Office (see below) no earlier than the first day of theyear of change and no later than when the original is filed with the federal income tax return for the year of change. See also Late Application below and the instructions for lines 4d and 4e on page 5.