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枫下家园 / 钱财税务 / 请问股票或基金的cost basis是怎么算的? 请看我的例子, 不同的时间不同的价钱买了几次同样的股票, 这种情况下cost basis该怎么算呢?谢谢了。For example, an investor purchased shares of ABC company on three different dates at different prices: 10 shares @ $100/share in February, 30 shares @ $120/share in August and 15 shares @ $150/share in November. If he sells 20 shares in December. How to calculate the cost basis?
-aiwowo(艾窝窝);
2014-3-30
{280}
(#8682260@0)
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(1000+3600+15*150)\(10+30+15)*20。 你要用weight average cost
-beris(共工);
2014-3-30
(#8682320@0)
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谢谢。 看来有的算了。
-aiwowo(艾窝窝);
2014-3-30
(#8682427@0)
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继续请教, 我研究了一下, 如果股票或基金有return of capital, 必须要调整Adjusted cost base, 但是去哪里找这个信息呢? 我的broker好像不给我这些信息。 我在股票的网站上似乎也没找到。哪位老师帮帮我, 谢谢
-aiwowo(艾窝窝);
2014-3-31
(#8684096@0)
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Adjust capital gain = 50% x total capital gain
tax = MTR (marginal tax rate) x Adjust capital gain
-goodfina(good_fina);
2014-4-1
(#8686312@0)
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谢谢, 不过我们说的不是一回事。 我是想问去哪里找股票的一些影响到tax 的distribution, 比如return of capital, reinvested distribution ect.. 不知道broker会不会给这些信息。
-aiwowo(艾窝窝);
2014-4-1
(#8686469@0)
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Which broker do you use? they are supposed to mail you the tax info in T3 or T5. The distribution could contain interest/dividend/capital gains with different percentages. They are taxed differently. Are all your investments in registered accounts?
-goodfina(good_fina);
2014-4-2
(#8688617@0)
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我有一些non registered investment, so much hassle...will move to registered as soon as possible. I don't think they send you information about "return of capital" in T3 and T5 slips.Thanks anyways.
-aiwowo(艾窝窝);
2014-4-3
(#8689291@0)
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I was wondering why you need this detailed info? You can just use whatever data is in T3 or T5 for your tax refund. I'm pretty sure you can find it in your account statements, or the financial statement of the securities you purchased.
-goodfina(good_fina);
2014-4-3
(#8690418@0)
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基金的网站上一定有。再仔细找找。
-royrose819(rhly);
2014-4-2
(#8686929@0)
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没找到, 那我就认为是没有吧。
-aiwowo(艾窝窝);
2014-4-3
(#8689276@0)