Sentences with phrase «realized gain or loss»

There is the question of when a realized gain or loss should be recorded.

However, in the adjusted cost base system, it is possible to calculate the amount of the realized gain or loss without looking at the entire history of purchases and sales.

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

Note that, just like for FIFO and LIFO, each realized gain or loss has an associated transaction.

The realized gain or loss of a sales transaction can therefore be calculated simply by looking at the trading account balance just prior to the sale.

If the Company sells its investments prior to their maturity, it may record a realized gain or loss in the period the sale took place.

Once an asset is sold at either a profit or a loss, it's considered a realized gain or loss and must be reported accordingly.

If you trade in a car in exchange for a lower lease price on a new car, the transaction won't be a tax - free like - kind swap, so any realized gain or loss will be recognized under the rules that apply to a sale.

Similarly, Cree does not consider realized gains or losses on the sale of assets relating to the restructuring to be reflective of ongoing operating results.

Once a value has been assigned to every transaction, the service can report the current total asset value, income, and any realized gains or losses.

The IRS created the 1035 exchange to allow an individual to make a change without realizing the gain or loss on the exchange, and thereby avoiding any unwanted tax liability.

We can almost always realize a gain or loss if needed for tax reasons.

This redemption may cause some shareholders to realize gains or losses, which could be a taxable event for those shareholders.

So the debt / equity leverage ratio is dependant on the realized gain or losses.

Though some investors choose to hold bonds to maturity, many sell before this date and realize gains or losses.

A Fund may realize gains or losses from such liquidations.

If an option written by a Fund is exercised, the proceeds of the sale will be increased by the net premium originally received and a Fund will realize a gain or loss.

However, if the number of transactions is large, it might be more convenient to calculate and record realized gains or losses less frequently.

A transaction for the realized gains or losses then needs to be created for each sale.

Permanent life insurance comes in a lot of different forms, but it lasts for as long as you pay the premiums and has a cash value component that can realize gains or losses over time.

Node40's software can capture the current total asset value, income, and any realized gains or losses by coin holders by analyzing their history of transactions on a blockchain.

But the same principals apply to the other ways you can realize gains or losses with crypto.

Not exact matches

Some of these measures exclude net realized investment gains (losses), net of tax, and / or net unrealized investment gains (losses), net of tax, included in shareholders» equity, which can be significantly impacted by both discretionary and other economic factors and are not necessarily indicative of operating trends.

Most of the companies in these portfolios have not had a liquidity event, so any gains or losses are not yet realized.

For insurance companies, revenue includes premium and annuity income, investment income, realized capital gains or losses, and other income, but excludes deposits.

Zhou says the company is working on a tax loss harvesting service, which will be a way for users to realize a loss on their (taxable) accounts in order to offset gains in the new fiscal year, but declined to discuss any other paid features in the works or WiseBanyan's financials.

You will recognize gain or loss on a sale of common units equal to the difference, if any, between the amount realized and your tax basis in the common units sold.

Total return includes income generated by the underlying bonds and (both realized and unrealized) price gains or losses.

In addition, consult your personal investment and / or tax advisers prior to investing money and realize you are solely responsible for any investment gains or losses as a result of the investments you enter into.

By realizing, or «harvesting» a loss, investors are able to offset taxes on both gains and income.

If you are an accrual basis taxpayer that is not eligible to or does not elect to determine the amount realized using the spot rate on the settlement date, you will recognize foreign currency gain or loss to the extent of any difference between the U.S. dollar amount realized on the date of sale or disposition and the U.S. dollar value of the currency received at the spot rate on the settlement date.

Please realize you are solely responsible for any investment gains or losses as a result of the investments you enter into.

Consult your personal investment and / or tax advisers prior to investing money and realize you are solely responsible for any investment gains or losses as a result of the investments you enter into.

That's because the money in these accounts, unlike an investment account, grows tax - deferred — meaning you don't pay taxes on the gains or losses that you realize from selling investments in the account.

Best for: Intentionally realize gains if you will be in or under the 15 % bracket and have no capital loss carryforward.

Accordingly, the Shareholder generally will recognize gain or loss on the sale in an amount equal to the difference between (1) the amount realized pursuant to the sale of the Shares, and (2) the Shareholder's tax basis for the portion of its pro rata share of the Bitcoins held by the Trust at the time of sale that is attributable to the Shares sold, as determined in the manner described in the preceding paragraph.

Realized gains and losses on sales of Bitcoins, or Bitcoins distributed for the redemption of Shares, are calculated on a trade date basis using average cost.

You do not have a taxable capital gain or loss until you sell your inherited shares and have a realized value from which to calculate whether you made a profit.

«It may be as short as a few days, but it's important to realize as well that it can also be up to one to two weeks without any significant detriment or loss in previous fitness gains.»

The key to an effective tax - loss harvesting strategy is to evaluate what you own and why you own it, identify investments that have lost value, and then consider the sale of some portion of those holdings to offset realized gains, expected future gains, or even income.

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.

Once you determine the amount you realize on the foreclosure, you simply subtract your tax basis from that amount to arrive at your gain or loss.

Gain or loss realized on a sale or exchange of the securities of a Fund will be a capital gain or lGain or loss realized on a sale or exchange of the securities of a Fund will be a capital gain or lgain or loss.

To monitor how your investments are doing, you can use the realized return formula, which takes into account the total amount of gain or loss you incurred from holding the investment.

Also important to note that you shouldn't do this with a stock you already own since that will realize some capital gains or losses.

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.

Positions covered by call options may be called away, creating realized capital gains or losses.

By averaging, you have no control over the gains or losses that are realized on the mutual fund sale, or the holding period between the purchase and sale of assets.

«Paper» gains (or losses) due to changes in asset prices are not «realized» until the fund sells the asset in question.

See realized capital gain or loss.