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i purchased some iraqi dinars.there is talk of a pretty hefty

 
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i purchased some iraqi dinars.there is talk of a pretty hefty re val.how does irs view tax on currency on large increases

 

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State/Country relating to question: California

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gathering info on tax consequences on iraqi dinars

Submitted: 410 days and 9 hours ago.
Category: Tax
Value: $39
Status: CLOSED

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Expert:  LEV replied410 days and 9 hours ago.


LEV :

Hi and welcome to Just Answer!
Your foreign currency is treated as an asset - means no gain is recognized unless it is disposed (for instance - converted to a different currency) and the gain is treated as a capital gain. Long term capital gain may be used if you held the asset more than a year. If the asset was owned less than a year - that will be short term capital gain and will be taxed at your regular tax rate.

LEV :

The IRS position is found in IRS publication 525 - www.irs.gov/pub/irs-pdf/p525.pdf

LEV :

See page 33 - middle column - Foreign currency transactions. If you have a gain on a personal foreign currency transaction because of changes in exchange rates, you do not have to include that gain in your income unless it is more than $200. If the gain is more than $200, report it as a capital gain.

Customer :

so if i purchased some on various dates can i put it in a non interest bearing account , hold for a year and take it after a year for the long term cap gain,or does it begin from the day i convert it to usd funds can i get any tax breaks

LEV :

That is correct - if assets are held more than a year - the gain will be long term capital gain - and will be taxable at reduces rate - currently - not more than 15%.
The gain is realized when you dispose your asset - in your case Iraqi dinars. You may dispose them either converting to USD or by purchasing other assets.

LEV :

As the assets is disposed - the gain is recognized for tax purposes.
The tax break is only possible for assets held in the tax deferred account - such as 401k, IRA, etc. However my understanding is that you are holding Iraqi dinars outside any tax deferred account - correct?

Customer :

so if i have 5 million dinars and they re val to $4 that is 20 million usd dollars.if i keep that 20 million in a non interest bearing account til a year passes ,as i have purchased during the first 4 months of 2012, if it stays in that non interest bearing account for a year,then as i use it,then i can pay the 15% vs 38%

LEV :

That is correct. I provided above reference to IRS publication which clear states that the gain of more than $200 is reported as a capital gain.
Not as a regular income.
Also your taxable gain is calculated as (selling price) - (purchase price).
That means - you will be taxed only on the gain.

Customer :

i have been told when this converts there will be a short period to convert.now im asking if i convert but keep it in a non interest bearing account until a year has passed can it qualify for long term cap gain lowering my obligation thanks

LEV :

According to the IRS - the gain will be a CAPITAL GAIN.
To qualify for the LONG term capital gain - you should held the asset more than a year.
If the assets is disposed within a year - the gain will be SHORT term capital gain - and will be taxed at your regular tax rates.

Expert TypeTax Advisor
Category: Tax
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Answered: 5/5/2012

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