Sentences with phrase «gain or loss when»

Investment return and principal value will fluctuate, and you may have a gain or a loss when you sell your shares.

Investment return and principal value will fluctuate with market conditions, and you may have a gain or loss when you sell your shares.

Fortunately there are special averaging rules that make it easier to report gain or loss when you sell mutual fund shares.

In particular, it is not always obvious how to determine the realized gain or loss when you sell only part of an asset.

Most money market funds are set up so that you have no gain or loss when you sell shares to make a withdrawal.

Your basis in property is the starting point for determining whether you have a gain or loss when you sell it.

Investment return and principal value of an investment will fluctuate; therefore, you may have a gain or loss when you sell your units.

Investment return, net asset value, and market price will fluctuate, and you may have a gain or a loss when you sell your shares.

Investment return at both net asset value and market price as well as principal value will fluctuate, and you may have a gain or a loss when you sell your shares.

Share price, principal value, and return will vary, and you may have a gain or a loss when you sell your shares.

A fund's investment return and principal value will fluctuate with market conditions, and you may have a gain or loss when you sell your shares.

Because share price, principal value, and return will vary, you may have a gain or loss when you sell fund shares.

Share price, principal value, yield and return will vary and you may have a gain or loss when you sell your shares.

Calculating cost basis The taxable gain or loss when you sell funds is the difference between the amount you receive from the sale and the cost basis of the shares you sold.

However, you may make a capital gain or loss when you sell the subdivided blocks.

You're likely to make a capital gain or loss when you sell a commercial property, and any gain is subject to CGT, with a discount for individuals and trusts, and concessions for small businesses.

There may also be tax implications from the investment's gain or loss when you cash it in, which is why you should discuss liquidating your equity investments with a tax professional before considering this an option.

It's added to the purchase price to determine your basis, which is used in calculating gain or loss when you sell the shares.

Cost basis is the dollar figure used to calculate your gain or loss when selling an investment.

Unit price, principal value, and return will vary, and you may have a gain or loss when you take a distribution.

Without such records, figuring gain or loss when you withdraw money from the fund can be difficult at best.

Investment return and principal value will fluctuate, and you may have a gain or a loss when you sell your units.

A client may have a gain or loss when assets are sold.

You'll also report capital gain or loss when you sell the stock.

Generally you don't have to report these payments, but you have to adjust the basis used to figure the amount of gain or loss when you sell your shares.

The funds» investment returns and principal values will change with market conditions, and you may have a gain or a loss when you sell your shares.

Share price, principal value, and return will vary, and you may have a gain or a loss when you sell your shares.

You may have a gain or loss when you sell your units.

Investment return, net asset value, and market price will fluctuate, and you may have a gain or a loss when you sell your shares.

Share price, principal value, and return will vary, and you may have a gain or loss when you sell your shares.

Investment return and principal value will fluctuate, so you may have a gain or loss when shares are sold.

Investment return and principal value for our Funds will fluctuate with market conditions, and you may have a gain or loss when you sell your shares.

An investor may have a gain or loss when assets are sold.

Investment return and principal value will fluctuate with market conditions, and you may have a gain or loss when you sell your shares.

Not exact matches

When the market drops and some of your stocks are worth less than you originally paid, you can sell them and buy a similar (but not identical) fund, and this loss can be used to offset capital gains on other holdings — or even reduce your regular income taxes.

But when you have 15 years or more to meet your goals, you have a good chance of being able to ride out market downturns and watch short - term losses eventually be offset by future gains.

You'll have a capital gain or a capital loss when you dispose of bitcoin because virtual currencies are considered property for tax purposes.

The gain or loss is calculated against the market value of the currency when you acquired it (known as your basis).

More control over gain and loss tax exposure through ownership of individual securities, rather than mutual funds or strategies managed by third parties, except when appropriate.

When equipment are retired or otherwise disposed of, the cost and related accumulated depreciation are removed from the accounts, and the resulting gain or loss is credited or charged to income.

I agree that unethical behaviour is more likely to occur when someone who lives in fear is faced with a potential loss, or a no - gain scenario.

You may want to consider selling your assets at a loss when you have short - term capital gains (or no gains at all).

Hedging / Fencing — Essentially, this is when you alter or change your method of investment towards a specific asset to apply risk - reduction based on previous loss or gains.

In 2012, the Cryptocurrency Legal Advocacy Group (CLAG) stressed the importance for taxpayers to determine whether taxes are due on a bitcoin - related transaction based on whether one has experienced a «realization event»: when a taxpayer has provided a service in exchange for bitcoins, a realization event has probably occurred and any gain or loss would likely be calculated using fair market values for the service provided.»

Thus, when you ultimately sell your BCH (or trade it for something else as described above), you calculate your gain / loss based on what you included in taxable income from the fork.

There are also automated calculations which will alert you of your potential positioning when it comes to the gains or losses in the currency of your choice.

However, the Fund may experience a loss even when the entire value of its stock portfolio is hedged if the returns of the stocks held by the Fund do not exceed the returns of the securities and financial instruments used to hedge, or if the exercise prices of the Fund's call and put options differ, so that the combined loss on these options during a market advance exceeds the gain on the underlying stock index.

When Bitcoins are exchanged in settlement of redemption, it is considered a sale of Bitcoins for financial statement purposes, with a gain or loss recognized currently.

No one I knew thought of the «financial gains» or even losses of cheating; given that historically men have lost so much (back in the days when women automatically got custody of the kids and could move away, thus keeping dads from their kids), one has to wonder why they don't take that into account.

In addition to these medical conditions that can lead to failure to thrive, children can also have weight loss or poor weight gain when they are simply not given enough to eat (psychosocial failure to thrive).