capital loss可以无限carryover吗？

比如今年有20w short term capital loss， 然后明年炒股有10w short term capital gain，是不是明年就不用交税了？ 可以一直carryover比如到10年后吗？ 今年的short term capital loss可以用于抵消以后（比如五年后十年后）的short term capital gain嘛？ 谢谢！

正常工资啥的是3000limit但是capital gain可以carry over

明年10w short term capital gain被今年的loss抵消

pinepine 发表于 2021-5-11 09:21
正常工资啥的是3000limit但是capital gain可以carry over

明年10w short term capital gain被今年的loss ...

这个是对的，capital gain可以无限抵，ordinary income一年3000
IRS
If your capital losses exceed your capital gains, the amount of the excess loss that you can claim to lower your income is the lesser of $3,000 ($1,500 if married filing separately) or your total net loss shown on line 21 of Schedule D (Form 1040). Claim the loss on line 6 of your Form 1040 or Form 1040-SR. If your net capital loss is more than this limit, you can carry the loss forward to later years.

hikari03steve 发表于 2021-5-15 06:02
不是这样的吧？

就是这样的，请看这个楼之前的讨论。我之前也一直以为capital loss 每年只能用3000抵税，剩下的移动到下一年，但是当年有capital gain的话，对于capital这块没有3000限制可以无限抵。抵完当年captial gain还有剩，还可以继续carryover。

TurboTax也有一篇文章： https://turbotax.intuit.com/tax- ... nd-losses/L7GF1ouP8
并且注意文章中这一句话：
“Any excess net capital loss can be carried over to subsequent years to be deducted against capital gains and against up to $3,000 of other kinds of income.”

loss好像每年最多只能抵几千的收入税。

loss一年3000吧。亏了30万可以抵100年

对，3000一年无限carryover

gdojd 发表于 2021-5-11 08:45
loss好像每年最多只能抵几千的收入税。

不能抵消第二年第三年的captial gain？

Dr.FuManzhou 发表于 2021-5-11 08:51
loss一年3000吧。亏了30万可以抵100年

不能抵消第二年第三年的capital gain？

可以 亏了35w的路过

我可以carry 100多年…

补充内容 (2021-05-12 01:24 +8:00):
去年挣了30多w 今年亏了60-70w 最后总的税上倒亏30多万

这个是对的，capital gain可以无限抵，ordinary income一年3000
IRS
If your capital losses exceed your capital gains, the amount of the excess loss that you can claim to lower your income is the lesser of $3,000 ($1,500 if married filing separately) or your total net loss shown on line 21 of Schedule D (Form 1040). Claim the loss on line 6 of your Form 1040 or Form 1040-SR. If your net capital loss is more than this limit, you can carry the loss forward to later years.

这个是对的，CPA也是这么给我弄的。抵消capital gain不会有每年3000的上限，别听楼下胡说八道