Sentences with phrase «offset realized capital gains»

Capital losses can also be used to offset realized capital gains.

Analysts generally attribute this rally to an increase in buying, which follows the drop in price that typically happens in December when investors, engaging in tax - loss harvesting to offset realized capital gains, prompt a sell - off.

Not exact matches

The Internal Revenue Service allows investors to offset all of their capital gains with losses realized in a given year.

If your losses exceed your gains, realized capital losses can be used to offset up to $ 3,000 of ordinary income each year.

The tax savings on the loss would offset the taxes on any capital gains realized for securities that increase in price.

We took losses that more than offset gains we realized earlier in the year, which will likely eliminate the need to pay a capital gains distribution in 2011.

If an individual was set to realize a significant capital gain on the sale of shares but didn't have any capital losses to offset the gain, it would make sense to transfer the shares to his / her spouse if they had some capital losses they could use to offset the gain.

Donating your stocks makes sense if you know you will be paying taxes for the current year, you want to make a donation but don't have the available cash, or you have significant capital gains that will be realized but no offsetting capital losses.

That loss, called a capital loss, can be used to offset capital gains you realized on other investments that year (and in any of the three previous years), thus reducing your capital gains tax.

Capital losses you realize on investments you've owned more than a year can be used to offset long - term capitalCapital losses you realize on investments you've owned more than a year can be used to offset long - term capitalcapital gains.

You have to use capital losses to offset gains in the same year, but you are allowed to carry back additional losses and apply them to gains realized in the three previous taxation years, or carry forward the losses indefinitely.

A gain is realized only when the fund sells some of the underlying securities for a profit, and if the fund is holding some unused capital losses, the gains will be offset against the losses, resulting in a smaller loss carried forward to future years or a smaller gain to be be distributed to shareholders, depending on the relative sizes of the gain and the loss.

If you sell the bond, you will realize a $ 2,500 capital loss, which you can use to offset any capital gains you have realized.

The company's first - quarter net income was comprised of total investment income of $ 70 million and net realized capital gains of $ 1.8 million, which were partially offset by total expenses of $ 8.5 million and net unrealized depreciation or mark - to - market losses of $ 2.2 million.

If you sell an investment that is in the red, the loss can be used to offset capital gains you realize in the same year; up to $ 3,000 in excess losses can be used to reduce your regular taxable income.

Fund managers often attempt to realize capital losses at certain points throughout the year in order to offset capital gains, thereby minimizing the tax burden for fund shareholders.

Normally, when you sell an investment for less than you paid, you can claim a capital loss, which you can use to offset capital gains you have realized in the current year or up to three years in the past.

You can even carry forward your capital losses to offset gains you may realize in the future.

It's used most often to take advantage of realized losses that can be offset by large gains or to harvest gains now in order to prevent a bigger capital gains hit in the future.

If your losses exceed your gains, realized capital losses can be used to offset up to $ 3,000 of ordinary income each year.

If you realized capital gains in the current year or in any of the previous three years, you may want to offset some of those gains by triggering capital losses in your portfolio.

Will a RRSP deduction offset the Deferred Employment Benefit created prior to March 2010 upon the sale of the shares in 2013, whereas any capital gain realized beyond the DEB will not benefit from the RSP deduction?

Find opportunities to offset capital gains by selling other positions at a loss, thereby realizing tax savings (not available with basic accounts).