Sentences with phrase «term gains or losses»

• short term losses (in descending order, greatest loss per share to least loss per share) • long term losses (in descending order, greatest to least) • short term no gain or loss • long term no gain or loss • long term gains (in ascending order, least gain per share to most gain per share) • short term gains (in ascending order, least to most) • lots with unknown cost in FIFO order (by acquisition date) and then least share count order

If you sold shares held more than one year, the resulting gain or loss is considered long term, while shares held one year or less generate a short - term gain or loss.

Subtract long - term losses from long - term gains to find the net long - term gain or loss.

Then the net long - term gain or loss is netted against the net short - term gain or loss.

For example, if you have both gains and losses in the short - term category, you'll combine them to find the net amount of short - term gain or loss.

There are additional categories of long - term gain or loss, summarized below.

So your gain or loss on these shares would be a long - term gain or loss to you.

Inheritance: If you inherit investment property, your gain or loss on any subsequent disposition of such property is generally treated as a long - term gain or loss regardless of how long you may have actually held the property.

Box 2 shows whether the proceeds you received should be reported as short - term gain or loss, long - term gain or loss, or ordinary income.

Regarding the difference between a capital gain short term and a capital gain long term, a short - term gain or loss occurs when you sell property that you owned for one year or less.

Any sales are considered to come from the oldest shares first for purposes of determining whether you have long - term or short - term gain or loss.

Not exact matches

«This fund is not for those looking for exceptional short - term gains or who can not afford to see sudden losses in their account value,» Alderson says.

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.

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.

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.

But in the short - to - intermediate - term currencies can fluctuate all over the place and see large relative gains or losses.

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.

A gain or loss is deemed long term for an asset held for longer than one year.

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.

Put simply, valuations have enormous implications for long - term investment returns, and for prospective market losses (or gains) over the completion of any market cycle, especially those that feature historically extreme valuation peaks (or troughs).

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

One important thing to remember is that there are two different types of gains / losses from investments — short - term gains (if you held an asset for one year or less) and long - term gains (over one year; i.e. one year and one day).

I don't focus too much on the stock price or book gains / losses regarding my investments, but it is still interesting to see how some short term market expectations can lead to quite a nice entry price.

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 combination of fear, social proof [other investors are selling], loss aversion [we feel losses twice as much as gains] and recency bias [we overweigh what has happened recently and underweigh or ignore the long term evidence] counteract the average investors attempt to make a rational decision.

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.

In our corporate consumerist American culture which celebrates hedonistic materialism and where aggression and a lack of ethics often results in short term economic gain [at the expense of long - term sustainability], taking a public stand for universal human values is likely to result in the end of career advancement or even job loss.

Recent research from The Johns Hopkins University suggests that in situations like this, performance depends on two factors: the framing of the incentive in terms of a loss or a gain, and a person's aversion to loss.

Following a high - protein diet can actually be an effective way to curb weight gain or work toward steady weight loss, but the best weight management plan is one that involves a variety of healthful lifestyle changes that you're confident you can continue in the long term.

Polycystic ovary syndrome is a complex hormonal and endocrine disorder; it causes irregular periods, weight gain, facial hair growth, scalp hair loss, infertility, insulin resistance and of course cystic ovaries, hence the medical term and diagnosis PCOS or Polycystic Ovarian Syndrome.

Google the term «fat loss» or «muscle gain» and google will promptly return to you a fuck - ton of websites promising to hold the answer.

If you're a woman between the ages of thirty and fifty, you know a woman, maybe yourself, who has fibroids, tender or lumpy breasts, endometriosis, PMS, difficulty conceiving or carrying a pregnancy to term, sudden weight gain, fatigue, irritability and depression, foggy thinking, memory loss, migraine headaches, very heavy or light periods, bleeding in - between periods, or cold hands and feet.

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.)

Effective January 1, 2012, the IRS requires Hartford Funds to track and report cost basis information and whether gain (or loss) on a sale is short - term or long - term * on IRS Form 1099 - B to shareholders and the IRS.

«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.&raTerm or Short Term) in the same year.&raTerm) in the same year.»

When you sell the replacement stock, your gain or loss will be long - term — no matter how soon you sell it.

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.).

Secondly, it locks in losses that can be used to offset either long term or short term gains (or both!).

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.

@Juve: there is no worksheet in the question, but if you mean the QDCGW referenced in Dilip's answer and linked in BrenBarn's answer, worksheet line 3 «Enter the smaller of line 15 or line 16 of schedule D [but not less than zero]» is long - term gain net of short - term loss, which (plus qualified dividends and adjusted for for 4952 if used) is the amount taxed at lower rates.

Stocks, gold and long - term bonds can all have double - digit gains or losses in a single year.

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.

A gain or loss is long term if you own the asset for more than a year.