请教老大们: 加拿大报税 可以用Tradelog, or Gainskeeper 吗?

moneymaker

另外, Turbotax 和 Quicktax 是否适合 day-trader?

Cobra

就俺所知，你不需要把每笔交易都列出来，算个总数就行，特别是电子报税，那玩意里面其实就只有一个总数，你列的再多也白搭。

moneymaker

就俺所知，你不需要把每笔交易都列出来，算个总数就行，特别是电子报税，那玩意里面其实就只有一个总数，你列的再多也白搭。
Cobra 发表于 2009-4-6 23:13

还是老大热心.  问题是, 交易的基本上都是美国股票, 报税要转成加元.  这个总数都不知道怎么算.  以前是别人给做的, 现在自己做, 门还没摸到呢.  
所以想宁可买个软件了.  

X中国陆军

Thanks, Cobra !

Cobra

还是老大热心.  问题是, 交易的基本上都是美国股票, 报税要转成加元.  这个总数都不知道怎么算.  以前是别人给做的, 现在自己做, 门还没摸到呢.  
所以想宁可买个软件了.  
moneymaker 发表于 2009-4-6 23:33

米金按年平均兑换率换算。你的报税表上会有说明，到哪去查。这跟你炒股票没关系。

Cobra

http://www.bank-banque-canada.ca/en/rates/exchange_avg_pdf.html，这里找2008的平均rate。

moneymaker

米金按年平均兑换率换算。你的报税表上会有说明，到哪去查。这跟你炒股票没关系。
Cobra 发表于 2009-4-6 23:38

这个我知道去 Bank of Canada website.  My broker is IB.  Most of the time, I have only CAD.  Sometimes, I short-sell USD.CAD.  Thus, I borrow USD from IB.  And my US stocks positions use USD.  And I get "P/L on FX Translation (Stocks)" from buying and selling my US stocks.  

In IB's Activity Statement, it gives "Mark-to-Market Performance Summary in Base", and "Realized & Unrealized Performance Summary in Base".  I use Adobe stock as an example.  In 2007, I traded Adobe and before the end of 2007, I did not have any of it, that is, I closed this position.  But the Total for Adobe given in "Mark-to-Market Performance Summary in Base" is -124.44 CAD, while the Total given in "Realized & Unrealized Performance Summary in Base" is -123.85 CAD.  So, I do not know which one to use.  Should I use those from "Realized & Unrealized Performance Summary in Base", plus the amount of "P/L on FX Translation (Stocks)"?

dara

另外, Turbotax 和 Quicktax 是否适合 day-trader?
moneymaker 发表于 2009-4-6 23:09

If you can use GainKeeper to create the transaction matches(Ameritrade can generate it for you by using gainkeeper without charge), then you can spend $10 to buy a small app or write a small program to generate a .txf file, after that you can use TurboTax to import the txf file.

I did it with turbotax  in 5 minutes for my 3000+ Ameritrade trades.

But for Etrade trades, you have to pay a lot to use gainkeeper to generate the trade matches if you trade a lot. If you know how to write program, it is not hard to do it with first in first out matches.