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[知识] Question about IB Worksheet for Form 8494

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发表于 2014-4-4 09:20 PM | 显示全部楼层 |阅读模式


本帖最后由 GoldenRatio 于 2014-4-4 09:22 PM 编辑

I need to calculate short-term capital losses from stock trading. (I don't use tax software.) In column h (gain or loss) of my IB worksheet Form 8494, it says (650.67). My question is: Is this number all I need to input into the tax form for the total loss?  Does this number include all the other costs, such as broker charged interest and dividend paid due to stock shorting, besides trading loss and commissions? Hope someone can help. Thanks in advance.
发表于 2014-4-4 09:25 PM | 显示全部楼层
I do not think it includes margin interest and dividend, which should be at form 1099. However I am not a tax professional and only for your reference.
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