Sentences with phrase «investment loss for tax purposes»

Not exact matches

In addition, the amount of the fund's income distributions will vary over time and the breakdown of returns between fund distributions and liquidation proceeds will not be predictable at the time of your investment, resulting in a gain or loss for tax purposes.

«If you have investments in taxable accounts that are worth less than you paid for them, you may be able to realize those losses for tax purposes without affecting your allocation,» said Curry.

You can't report a loss for tax purposes without changing your investment position.

In essence, it is an investment set up to produce near - term losses for tax purposes by means of borrowing without positive cash flow.

Making strategic use of selling investments that have lost money for tax purposes is known as tax - loss harvesting, and it can save you a bundle on your taxes when done properly.

However, you will not include in your income for tax purposes any income, losses or gains from investments held within a TFSA, or amounts withdrawn from it.

Installment Sales related items, Foreign Tax Credit, Passive Activities, Net Operating Loss carryovers, Schedule D amounts containing unrecaptured section 1250 gain (or anticipated for AMT purposes), sale of disposition of business assets, investment interest expense election including net capital gains in investment income, and items covered under «at risk» rules will not be accommodated by the system.

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