问个有关K-1的美国报税问题

blackrock · 发表于 2011-4-7 01:00 AM

本来都已经算好税了，还没file出去。结果上周末收到ProShare寄来的一张K-1表，是有关去年操作过的GLL的，上面说在某次我持有GLL的两个月里，这个ETF有short term gain $1570，这部分gain需要报税。去年买卖过GLL几次，一共有几千刀收益，算税的时候都写上了，但是在这个K-1表里的这short term gain是不存在的，当时hold的GLL，基本上是平出的，只有不到100的收益，我仔细对了broker的记录，也没有这$1570的记录。现在用turbo tax把K-1的信息填进去，这$1570就变成我的收入了，税一下多了5，6百。不知道有没有清楚的胡同邻居，麻烦给指点一下，我是不是只能为这部分不存在的收益多交税了？多谢了。

天天向上 · 发表于 2011-4-7 02:24 AM

我也收到USO的K-1表了。苦恼中。。。你的是在box11（Other income)里面有Gain是不是？我的是。我填到税表里面去了。还没有check最后结果，目前来看，退税数字还没有变。
我也是用TurboTax。

cycle · 发表于 2011-4-7 10:35 AM

填了K-1,是不是不用再填schedule D-1了? 如果两个都填,岂不是同一份收入报两次税?

blackrock · 发表于 2011-4-7 12:05 PM

天天向上发表于 2011-4-7 03:24
我也收到USO的K-1表了。苦恼中。。。你的是在box11（Other income)里面有Gain是不是？我的是。我填到税表里 ...

现在表不在手上，应该是在box11有gain，我仔细读了K-1的信息，就是说我有short term gain，这个gain还和股票交易里的不一样，是ETF自己的损益。我的税有变化，加了5，6百。

blackrock · 发表于 2011-4-7 12:07 PM

cycle 发表于 2011-4-7 11:35
填了K-1,是不是不用再填schedule D-1了? 如果两个都填,岂不是同一份收入报两次税?

schedule D-1是ETF交易时的gain/loss，K-1是ETF本身价值的变化，不一样，这是我的理解。K-1里的收入我根本没看见，也没收到，所以和同一份收入报两次税还不一样。

rosyrosy · 发表于 2011-4-7 04:59 PM

要额外交税，这是你作为合伙人(partner)的business income/expenses, 和你ETF本身买卖的capital gain/loss不是一回事。K-1表里应该有instruction告诉你哪一栏数字对应填到哪张税表的什么地方，即使是Roth IRA, 如果这部分数目超过一定数额（1000还是多少）也要由你的IRA custodian帮你交税。这是我的个人理解，希望可以帮到，保险起见还是找专业人士问一下吧。

blackrock · 发表于 2011-4-7 05:57 PM

rosyrosy 发表于 2011-4-7 17:59
要额外交税，这是你作为合伙人(partner)的business income/expenses, 和你ETF本身买卖的capital gain/loss不 ...

多谢，和我的理解一样，看来跑不掉了，以后得少碰这类ETF了。

天天向上 · 发表于 2011-4-11 02:01 PM

blackrock 发表于 2011-4-7 18:57
多谢，和我的理解一样，看来跑不掉了，以后得少碰这类ETF了。

看来是免不掉了. tnnd, 真黑呀!!! 下次只好用IRA帐号买卖这类ETF了. 连Roth IRA都要算这个税...
今年还玩过UCO, 不知道是不是也是这样的.
对了, 以后就只玩option来买卖USO, 看IRS还怎么收我的税!!

ellesmere · 发表于 2011-4-11 03:51 PM

第一，绝对不能买那些有K-1的股票，复杂，费神，你亏大了可能还要交税。并且，交完税还不知道为什么交税，更冤的是，交完税还把Capital cost 也降低了，也就是说，你以后卖了，要交更多的税。打电话去问吧，他叫你去问tax advisor! 整个是 Bull sh××。

第二，不买mutual fund. mutual fund 比较清楚，你知道为什么要交税。但是，你输大了可能也要交税。

ellesmere · 发表于 2011-4-11 03:55 PM

本帖最后由 Poo 于 2011-4-11 17:34 编辑

K-1 ETF list


Entity       Tick                Tax Package Support Phone Number       Tax Package Support Fax Number       Tax Web Site
ACPT (American Community Properties Trust)       APO                (877) 677-7582       (866) 554-3842
Alliance Holdings GP, LP       AHGP                (866) 867-4060       (866) 554-3842       https://www.taxpackagesupport.com/AHGP
Alliance Resource Partners LP       ARLP                (800) 485-6875       (866) 554-3842       https://www.taxpackagesupport.com/ARLP
AllianceBernstein Holding L.P.       AB                (800) 526-3132       (212) 969-6870       https://www.taxpackagesupport.com/ab
AmeriGas Partners, L.P.       APU                (800) 310-9145       (866) 554-3842
AP Alternative Assets, L.P.       AMV       AMX       (877) 804-9547       (866) 554-3842       https://www.taxpackagesupport.com/apaalp
Atlas Energy Resources LLC       ATN       NYSE       (877) 804-9549       (866) 554-3842       https://www.taxpackagesupport.com/atlasllc
Atlas Pipeline Holdings, L.P.       AHD       NYSE       (866) 792-0042       (866) 554-3842       https://www.taxpackagesupport.com/atlasgp
Atlas Pipeline Partners, L.P.       APL       NYSE       (866) 792-0041       (866) 554-3842       https://www.taxpackagesupport.com/atlas
Blackstone Group L.P.       BX       NYSE       (866) 709-8107       (866) 554-3842       https://www.taxpackagesupport.com/blackstone
Boardwalk Pipeline Partners, L.P.       BWP       NYSE       (866) 867-5085       (866) 554-3842       https://www.taxpackagesupport.com/boardwalk
BreitBurn Energy Partners, L.P.       BBEP       NasdaqGS       (800) 559-4966       (866) 554-3842       https://www.taxpackagesupport.com/breitburn
Brookfield Infrastructure Partners, LP       BIP       NYSE       (866) 949-2771       (866) 554-3842       https://www.taxpackagesupport.com/brookfield
Buckeye GP Holdings, L.P.       BGH       NYSE       (877) 527-6380       (866) 554-3842
Buckeye Partners, L.P.       BPL       NYSE       (800) 230-7224       (866) 554-3842       https://www.taxpackagesupport.com/buckeye
Calumet Specialty Products Partners, L.P.       CLMT       NasdaqGS       (800) 203-4784       (866) 554-3842       https://www.taxpackagesupport.com/calumet
Cedar Fair LP       FUN       NYSE       (419) 627-2233       (419) 627-2260       https://www.taxpackagesupport.com/cedarfair
Centerline Holding Company       CLNH.OB       OTC BB       (800) 230-1149       (866) 554-3842       https://www.taxpackagesupport.com/centerline
Cheniere Energy Partners, LP       CQP       AMEX       (866) 709-8182       (866) 554-3842       https://www.taxpackagesupport.com/cheniere
Compass Diversified Holdings       CODI       NasdaqGS       (800) 573-9088       (866) 554-3842       https://www.taxpackagesupport.com/compassdiversified
Constellation Energy Partners LLC       CEG       NYSE       (800) 577-1033       (866) 554-3842       https://www.taxpackagesupport.com/constellation
Conversus Capital, LP       CVSUF.PK       OTC       (866) 709-8263       (866) 554-3842       https://www.taxpackagesupport.com/conversus
Crosstex Energy, L.P.       XTEX       NasdaqGS       (888) 334-7445       (866) 554-3842       https://www.taxpackagesupport.com/crosstex
DCP Midstream Partners, LP       DPM       NYSE       (800) 230-7199       (866) 554-3842       https://www.taxpackagesupport.com/dcpmidstream
Dorchester Minerals, L.P.       DMLP       NasdaqGS       (214) 559-0300       (214) 559-0301
Duncan Energy Partners L.P.       DEP       NYSE       (866) 709-8273       (866) 554-3842       https://www.taxpackagesupport.com/duncan
El Paso Pipeline Partners, L.P.       EPB       NYSE       (866) 709-8274       (866) 554-3842       https://www.taxpackagesupport.com/elpaso
Enbridge Energy Partners, L.P.       EEP       NYSE       (800) 525-3999       (715) 398-4490       https://www.taxpackagesupport.com/enbridge
Energy Transfer Equity LP       ETE       NYSE       (800) 617-7736       (866) 554-3842       https://www.taxpackagesupport.com/ete
Energy Transfer Partners LP       ETP       NYSE       (800) 792-7904       (866) 554-3842       https://www.taxpackagesupport.com/etp
Enterprise GP Holdings L.P.       EPE       NYSE       (866) 792-0043       (866) 554-3842       https://www.taxpackagesupport.com/enterprisegp
Enterprise Products Partners L.P.       EPD       NYSE       (800) 599-9985       (866) 554-3842       https://www.taxpackagesupport.com/enterprise
EV Energy Partners, L.P.       EVEP       NasdaqGS       (800) 973-7551       (866) 554-3842       https://www.taxpackagesupport.com/evenergy
Exterran Partners, L.P.       EXLP       NasdaqGS       (877) 527-6399       (866) 554-3842       https://www.taxpackagesupport.com/exlp
Ferrellgas Partners, L.P.       FGP       NYSE       (800) 230-1148       (866) 554-3842
Fortress Investment Group LLC       FIG       NYSE       (866) 526-0125       (866) 554-3842       https://www.taxpackagesupport.com/fortress
Genesis Energy LP       GEL       AMEX       (888) 236-1148       (866) 554-3842       https://www.taxpackagesupport.com/genesis
Global Partners       GLP       NYSE       (866) 867-4075       (866) 554-3842
GreenHaven Continuous Commodity Index Fund       GCC       NYSE       (866) 963-1062       (866) 554-3842       https://www.taxpackagesupport.com/greenhaven
Highland Financial Partners, L.P.       HFP                (866) 526-0127       (866) 554-3842       https://www.taxpackagesupport.com/hfp
Hiland Holdings GP, L.P.       HPGP       NasdaqGS       (800) 973-7565       (866) 554-3842       https://www.taxpackagesupport.com/hpgp
Hiland Partners, L.P.       HLND       NasdaqGS       (866) 867-4061       (866) 554-3842       https://www.taxpackagesupport.com/hiland
Holly Energy Partners, L.P.       HEP       NYSE       (877) 677-7578       (866) 554-3842       https://www.taxpackagesupport.com/hollyenergy
Icahn Enterprises, LP Common       IEP       NYSE       (800) 255-2737       (646) 367-4550
Icahn Enterprises, LP Preferred                      (800) 255-2737       (646) 367-4550
Inergy Holdings LP (NRGP)       NRGP       NasdaqGS       (866) 792-0046       (866) 554-3842
Inergy LP (NRGY)       NRGY       NasdaqGS       (800) 230-1134       (866) 554-3842
iShares S&P GSCI Commodity-Indexed Trust       GSG       NYSE       (866) 792-0048       (866) 554-3842       https://www.taxpackagesupport.com/iSharesGSG
Kinder Morgan Energy Partners, LP       KMP       NYSE       (800) 232-1627       (866) 554-3842       https://www.taxpackagesupport.com/kinder
KKR Financial Holdings LLC       KFN       NYSE       (866) 526-0128       (866) 554-3842       https://www.taxpackagesupport.com/kfn
KKR Private Equity Investors, L.P.                      (800) 973-7631       (866) 554-3842       https://www.taxpackagesupport.com/kpe
K-SEA Transportation Partners, LP       KSP       NYSE       (877) 656-6922       (866) 554-3842       https://www.taxpackagesupport.com/k-sea
Lazard LTD       LAZ       NYSE       (866) 867-4070       (866) 554-3842
Legacy Reserves L.P.       LGCY       NasdaqGS       (800) 973-8076       (866) 554-3842       https://www.taxpackagesupport.com/legacy
Linn Energy, LLC       LINE       NasdaqGS       (800) 203-5179       (866) 554-3842       https://www.taxpackagesupport.com/linnenergy
Magellan Midstream Holdings, L.P.       MGG       NYSE       (877) 527-6382       (866) 554-3842       https://www.taxpackagesupport.com/mgg
Magellan Midstream Partners, L.P.       MMP       NYSE       (800) 230-1032       (866) 554-3842       https://www.taxpackagesupport.com/mmp
MarkWest Energy Partners L.P.       MWE       NYSE       (800) 232-0011       (866) 554-3842       https://www.taxpackagesupport.com/markwest
Martin Midstream Partners       MMLP       NasdaqGS       (888) 334-7473       (866) 554-3842       https://www.taxpackagesupport.com/martinmidstream
ML Macadamia Orchards, L.P.       NNUT.PK       OTC       (800) 237-0074       (866) 554-3842
Municipal Mortgage & Equity       MMAB.PK       OTC       (800) 575-9948       (866) 554-3842       https://www.taxpackagesupport.com/munimae
Natural Resource Partners L.P.       NRP       NYSE       (888) 334-7102       (866) 554-3842       https://www.taxpackagesupport.com/naturalresource
NuStar Energy, LP (NS)       NS       NYSE       (800) 310-6595       (866) 554-3842       https://www.taxpackagesupport.com/nustarlp
NuStar GP Holdings, LLC (NSH)       NSH       NYSE       (877) 804-9545       (866) 554-3842       https://www.taxpackagesupport.com/nustargp
Oaktree Capital Group, LLC                      (866) 709-8178       (866) 554-3842       https://www.taxpackagesupport.com/oaktree
Och-Ziff Capital Management Group LLC       OZM       NYSE       (866) 526-0132       (866) 554-3842       https://www.taxpackagesupport.com/och-ziff
ONEOK Partners, L.P.       OKS       NYSE       (800) 371-2188       (866) 554-3842       https://www.taxpackagesupport.com/oneok
OSG America L.P.       OSP       NYSE       (866) 526-0133       (866) 554-3842       https://www.taxpackagesupport.com/osg
Pengrowth Energy Trust       PGH       NYSE       (877) 527-6387       (866) 554-3842       https://www.taxpackagesupport.com/pengrowth
Penn Virginia GP Holdings (PVG)       PVG       NYSE       (877) 527-6388       (866) 554-3842       https://www.taxpackagesupport.com/pennvirginiagp
Penn Virginia Resource Partners (PVR)       PVR       NYSE       (877) 699-1092       (866) 554-3842       https://www.taxpackagesupport.com/pennvirginia
Pioneer Southwest Energy Partners, L.P.       PSE       NYSE       (866) 949-2768       (866) 554-3842       https://www.taxpackagesupport.com/pse
Plains All American Pipeline, L.P.       PAA       NYSE       (866) 872-2829       (713) 646-4697       https://www.taxpackagesupport.com/plainsallamerican
Pope Resources, LP       POPE                (800) 230-1146       (866) 554-3842
PowerShares DB Agriculture Fund       DBA       NYSE       (866) 526-0136       (866) 554-3842       https://www.taxpackagesupport.com/dbfunds
PowerShares DB Base Metals Fund       DBB       NYSE       (866) 592-5848       (866) 554-3842       https://www.taxpackagesupport.com/dbfunds
PowerShares DB Commodity Index Tracking Fund       DBC       NYSE       (800) 578-8755       (866) 554-3842       https://www.taxpackagesupport.com/dbfunds
PowerShares DB Energy Fund       DBE       NYSE       (866) 592-6159       (866) 554-3842       https://www.taxpackagesupport.com/dbfunds
PowerShares DB G10 Currency Harvest Fund       DBV       NYSE       (877) 527-6397       (866) 554-3842       https://www.taxpackagesupport.com/dbfunds
PowerShares DB Gold Fund       DGL       NYSE       (866) 592-6361       (866) 554-3842       https://www.taxpackagesupport.com/dbfunds
PowerShares DB Oil Fund       DBO       NYSE       (866) 592-6421       (866) 554-3842       https://www.taxpackagesupport.com/dbfunds
PowerShares DB Precious Metals Fund       DBP       NYSE       (866) 592-6423       (866) 554-3842       https://www.taxpackagesupport.com/dbfunds
PowerShares DB Silver Fund       DBS       NYSE       (866) 592-5929       (866) 554-3842       https://www.taxpackagesupport.com/dbfunds
PowerShares DB US Dollar Bearish Fund       UDN       NYSE       (866) 592-6424       (866) 554-3842       https://www.taxpackagesupport.com/dbfunds
PowerShares DB US Dollar Bullish Fund       UUP       NYSE       (866) 592-6425       (866) 554-3842       https://www.taxpackagesupport.com/dbfunds
ProShares Ultra DJ-AIG Commodity Fund       UCD       NYSE       (866) 949-5531       (866) 554-3842       https://www.taxpackagesupport.com/proshares
ProShares Ultra DJ-AIG Crude Oil Fund       UCO       NYSE       (866) 949-5534       (866) 554-3842       https://www.taxpackagesupport.com/proshares
ProShares Ultra Euro Fund       ULE       NYSE       (866) 949-2754       (866) 554-3842       https://www.taxpackagesupport.com/proshares
ProShares Ultra Gold Fund       UGL       NYSE       (866) 949-5540       (866) 554-3842       https://www.taxpackagesupport.com/proshares
ProShares Ultra Silver Fund       AGQ       NYSE       (866) 949-5538       (866) 554-3842       https://www.taxpackagesupport.com/proshares
ProShares Ultra Yen Fund       YCL       NYSE       (866) 949-2756       (866) 554-3842       https://www.taxpackagesupport.com/proshares
ProShares UltraShort DJ-AIG Commodity Fund       CMD       NYSE       (866) 949-5532       (866) 554-3842       https://www.taxpackagesupport.com/proshares
ProShares UltraShort DJ-AIG Crude Oil       SCO       NYSE       (866) 949-5536       (866) 554-3842       https://www.taxpackagesupport.com/proshares
ProShares UltraShort Euro Fund       EUO       NYSE       (866) 949-2755       (866) 554-3842       https://www.taxpackagesupport.com/proshares
ProShares UltraShort Gold Fund       GLL       NYSE       (866) 949-5541       (866) 554-3842       https://www.taxpackagesupport.com/proshares
ProShares UltraShort Silver Fund       ZSL       NYSE       (866) 949-5539       (866) 554-3842       https://www.taxpackagesupport.com/proshares
ProShares UltraShort Yen Fund       YCS       NYSE       (866) 949-2758       (866) 554-3842       https://www.taxpackagesupport.com/proshares
Quest Energy Partners, L.P.       QELP       NasdaqGM       (866) 592-6426       (866) 554-3842       https://www.taxpackagesupport.com/quest
Quicksilver Gas Services, LP       KGS       NYSE       (866) 592-6427       (866) 554-3842       https://www.taxpackagesupport.com/kgslp
Regency Energy Partners       RGNC       NasdaqGS       (877) 527-6393       (866) 554-3842       https://www.taxpackagesupport.com/regency
Rio Vista Energy Partners       RVEP       NasdaqCM       (800) 843-3293       (866) 554-3842
SB Treasury Company LLC                      (877) 651-1234       (866) 554-3842
Seanergy Maritime Corp.       SHIP       NasdaqGM       (866) 526-0135       (866) 554-3842
SemGroup Energy Partners, L.P.       SGLP.PK       OTC       (866) 526-0129       (866) 554-3842       https://www.taxpackagesupport.com/sglp
Spectra Energy Partners, LP       SEP       NYSE       (866) 526-0126       (866) 554-3842       https://www.taxpackagesupport.com/spectra
Star Gas Partners, L.P.       SGU       NYSE       (800) 310-3022       (866) 554-3842       https://www.taxpackagesupport.com/stargas
StoneMor Partners L.P.       STON       NasdaqGS       (800) 613-3769       (866) 554-3842       https://www.taxpackagesupport.com/stonemor
Suburban Propane Partners, L.P.       SPH       NYSE       (888) 878-0708       (973) 503-9297       https://www.taxpackagesupport.com/suburban
Sunoco Logistics Partners, LP       SXL       NYSE       (888) 767-5843       (866) 554-3842       https://www.taxpackagesupport.com/sunocologistics
Targa Resources Partners LP       NGLS       NasdaqGS       (866) 709-8105       (866) 554-3842       https://www.taxpackagesupport.com/targa
TC PipeLines LP       TCLP       NasdaqGS       (877) 699-1091       (866) 554-3842
Teekay LNG Partners, LP       TGP       NYSE       (866) 867-4071       (866) 554-3842
TEPPCO Partners L.P.       TPP       NYSE       (877) 699-1093       (866) 554-3842       https://www.taxpackagesupport.com/teppco
Terra Nitrogen Company, L.P.       TNH       NYSE       (712) 233-5503       (712) 294-1272       https://www.taxpackagesupport.com/terra
TransMontaigne Partners LP       TLP       NYSE       (866) 867-4072       (866) 554-3842       https://www.taxpackagesupport.com/transmontaigne
United States 12 Month Oil Fund       USL       NYSE       (866) 709-8106       (866) 554-3842
United States Gasoline Fund, LP       UGA       NYSE       (866) 949-2759       (866) 554-3842
United States Heating Oil Fund, LP       UHN       NYSE       (866) 949-2761       (866) 554-3842
United States Natural Gas Fund, LP       UNG       NYSE       (866) 526-0131       (866) 554-3842       https://www.taxpackagesupport.com/ung
United States Oil Fund, LP       USO       NYSE       (877) 527-6403       (866) 554-3842       https://www.taxpackagesupport.com/usoil
US Shipping Partners, LP       USSPQ.PK       OTC       (800) 485-6874       (866) 554-3842
W.P. Carey & Co. LLC       WPC       NYSE       (800) 593-8081       (866) 554-3842       https://www.taxpackagesupport.com/carey
Williams Partners L.P.       WPZ       NYSE       (866) 867-4074       (866) 554-3842       https://www.taxpackagesupport.com/williams
Williams Pipeline Partners L.P.       WMZ       NYSE       (866) 949-2770       (866) 554-3842       https://www.taxpackagesupport.com/williamspipeline

greenback · 发表于 2011-4-11 05:43 PM

terranmn · 发表于 2011-4-11 07:09 PM

WK! BX & FIG

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