Sentences with phrase «term capital gain or loss»

Gain or loss from futures and options contracts on broad - based indexes required to be marked to market will be 60 % long - term and 40 % short - term capital gain or loss.

If you hold it for more than one year, it is considered a long - term capital gain or loss.

The period of time you own an asset for purposes of determining whether profit or loss on its sale is a short - or long - term capital gain or loss.

If she sells the property on Jan. 2, 2009, her holding period will have been one year and a day, and she will realize a long - term capital gain or loss.

If you hold property for more than a year, long - term capital gain or loss rules apply

A sale of stock received from a decedent will always produce long - term capital gain or loss.

Upon a disposition of the shares more than two years after grant of the option and one year after exercise of the option, the optionee will recognize long - term capital gain or loss equal to the difference between the sale price and the exercise price.

Upon a disposition of such shares by the optionee, any difference between the sale price and the optionee's exercise price, to the extent not recognized as taxable income as provided above, is treated as long - term or short - term capital gain or loss, depending on the holding period.

Holders who purchase units at different times and intend to sell all or a portion of the units within a year of their most recent purchase are urged to consult their tax advisors regarding the application of certain «split holding period» rules to them and the treatment of any gain or loss as long - term or short - term capital gain or loss.

Any gain or loss recognized on such a premature disposition of the ISO shares in excess of the amount treated as ordinary income is treated as long - term or short - term capital gain or loss, depending on how long the shares were held by the participant prior to the sale.

Not exact matches

Financial risk: The potential for gain or loss on a financial level measured in terms of revenue, return on investment, return on equity, shareholder value, profitability, debt level, capital expenditures and free cash flow.

This hypothetical illustration assumes the investor met the holding requirement for long - term capital gains tax rates (longer than one year), the gains were taxed at the current maximum federal rate of 23.8 %, and the loss was not disallowed for tax purposes due to a wash sale, related party sale, or other reason.

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

You can use that capital loss to offset capital gains (long term to long term, or short term to short term).

Long - term investors should pay strict attention to a company's overall returns on invested capital (net operating profits as a percentage of ALL the capital tied up in the company) and the incremental gains or losses that occur.

The following table includes certain tax information for all Denmark ETFs listed on U.S. exchanges that are currently tracked by ETF Database, including applicable short - term and long - term capital gains rates and the tax form on which gains or losses in each ETF will be reported.

You as an investor will make either Short Term Capital Gain (STCG) or Short Term Capital Loss (STCL) on that investment.)

«Loss from transfer of a short term Capital Asset can be set off against gain from transfer of any other capital asset (Long Term or Short Term) in the same year.&raterm Capital Asset can be set off against gain from transfer of any other capital asset (Long Term or Short Term) in the same year.Capital Asset can be set off against gain from transfer of any other capital asset (Long Term or Short Term) in the same year.capital asset (Long Term or Short Term) in the same year.&raTerm or Short Term) in the same year.&raTerm) in the same year.»

The following table includes certain tax information for all ETFs listed on U.S. exchanges that are currently tracked by ETF Database, including applicable short - term and long - term capital gains rates and the tax form on which gains or losses in each ETF will be reported.

The following table includes certain tax information for all Investment Grade Corporate ETFs listed on U.S. exchanges that are currently tracked by ETF Database, including applicable short - term and long - term capital gains rates and the tax form on which gains or losses in each ETF will be reported.

There are several more factors to consider that I didn't get into (like whether your sale would be classified as a short - term or long - term capital loss, any wash - sale implications, any options premiums you collected, any dividend income you collected, your total capital losses / gains for the year, your eligibility and the amount you can contribute to a tax - deferred account like a 401 (k), if you expect to be in a lower or higher tax bracket when it comes time to take distributions from your tax - deferred account, etc.).

This long term capital loss can be used to set off any other long term capital gains that might accrue during the rest of the year or in the next 8 years and thus save some taxes.

You can subtract your long - term losses from your long - term gains and short - term losses from short - term gains to offset, or reduce, potential capital gains taxes.

Does capital gains actually affect your tax bracket or are they just taxed separately (based on long - term vs short - term gains / losses)?

Capital gains and losses are classified as long - term or short - term.

And the investor will make either Short Term Capital Gain or Short Term Capital Loss on that investment.

You will make either Long Term Capital Gain (LTCG) or Long Term Capital Loss (LTCL) on that investment.

Dear Om Prakash, Short term capital loss (both in equity or debt fund) can to be set off against short term capital gain (equity or debt) or long term capital gain (debt).

For example, if you bought 400 XYZ on June 10, 2000 and received 40 new shares in a non-taxable stock dividend on November 10, 2004, any gain or loss on a sale of the 40 new shares will be treated as a long - term capital gain even if you sold them immediately after you acquired them.

Note: If you receive a capital gain distribution and subsequently incur a short - term capital loss on a sale of mutual fund shares you held six months or less, see Short - Term Capital Losses for a speciacapital gain distribution and subsequently incur a short - term capital loss on a sale of mutual fund shares you held six months or less, see Short - Term Capital Losses for a special rterm capital loss on a sale of mutual fund shares you held six months or less, see Short - Term Capital Losses for a speciacapital loss on a sale of mutual fund shares you held six months or less, see Short - Term Capital Losses for a special rTerm Capital Losses for a speciaCapital Losses for a special rule.

If you postpone the gain until 2004, your 2003 loss will reduce your tax on ordinary income (wages, interest or dividends, for example), and your gain will be taxed the following year at the favorable rate for long - term capital gain.

How can you tell if a capital gain or loss is short term or long term?

Except when you're trying to soak up a big capital loss, you generally want your long - term gains to fall in years when you don't have capital losses (short - term losses or long - term losses).

So if you make a profit on one short - term investment, but lose money on another short - term investment, you can use that capital loss to offset all or part of your capital gain.

The following table includes certain tax information for all Growth ETFs listed on U.S. exchanges that are currently tracked by ETF Database, including applicable short - term and long - term capital gains rates and the tax form on which gains or losses in each ETF will be reported.

The following table includes certain tax information for all Target Maturity Date Junk Bond ETFs listed on U.S. exchanges that are currently tracked by ETF Database, including applicable short - term and long - term capital gains rates and the tax form on which gains or losses in each ETF will be reported.

If the dividend was an exempt interest dividend or a capital gain dividend, the combination of the dividend and the short - term loss would give you an unfair tax advantage.

The amount that's treated as a long - term loss is limited to the amount of the capital gain distribution or allocation you received.

For shares of taxable non-money market accounts you may have sold or exchanged, your holding period, and thus any resulting capital gain or loss, is short - term if you held the shares for one year or less, or long - term, if the shares were held for more than one year.

If you have short - term or long - term capital gains, the losses from the swap transactions will offset these gains first — long - term losses will offset long - term gains, and short - term losses will offset short - term gains; net losses in either category will then offset gains in the other category.

Unlike equity - based options, each 1256 option contract held by a taxpayer at the end of the year is treated as if it were sold for its fair market value or mark - to - market (MTM) on the last business day of the year, and gains or losses are treated as either short - term or long - term capital gains.

Like capital gains, capital losses are classified as either long - term or short - term.

They also have the same holding period as the shares you turned in — but only for purposes of determining whether any capital gain or loss on a sale is long - term.

If, on the other hand, you've held the property for one year or less, your capital gain or loss is short - term.

If a non-financial assets and some Financial assets like Debt Mutual Funds, Gold ETFs etc., are held for less than 36 month, investor will make either Short Term Capital Gain (or) Short Term Capital Loss on that investment.

And the investor will make either Long Term Capital Gain (or) Long Term Capital Loss on that investment.

The short - or long - term capital gain, or loss, on a bond sale is simply the difference between the selling price of the bond and the original purchase price of the bond.

The following table includes certain tax information for all France ETFs listed on U.S. exchanges that are currently tracked by ETF Database, including applicable short - term and long - term capital gains rates and the tax form on which gains or losses in each ETF will be reported.

The following table includes certain tax information for all U.S. ETFs listed on U.S. exchanges that are currently tracked by ETF Database, including applicable short - term and long - term capital gains rates and the tax form on which gains or losses in each ETF will be reported.

These sheets were added to show the long - term results of investing in them, given the fact that they are still popular and have three unique characteristics: Insured safety of principal, all interest is taxed annually at ordinary income rates (unless it's a Roth IRA), and there are never any dividends, realized or unrealized capital gains or losses to account for.