Capital Gains and Losses

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Background: I am completing my old 2013 tax return. Activity
Background: I am completing my old 2013 tax return. Activity included day trading of stocks and options. Fidelity reported some transactions on 1099B but omitted all option trades. Thus the Gross proc… read more
taxmanrog
taxmanrog
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I sold 29999 of 30000 shares of my small C corp to the
I sold 29999 of 30000 shares of my small C corp to the remaining stockholders via a stock buyback. I am to be paid over 10 years. Can I report that as an installment sale? … read more
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I had 1000 shares of original stock (A) before merger with a
I had 1000 shares of original stock (A) before merger with a cost basis of $19.35 per. On completion of merger I received 526 shares or 0.5260 of new stock (B) for my original 1000 plus $29.44 cash fo… read more
Dr. Fiona Chen
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My company (CH2M) is being acquired through a merger. I hold
My company (CH2M) is being acquired through a merger. I hold company stocks which will be swapped to the new company (Jacob) with 3 options: (1) all cash, (2) cash + new company stocks (half and half)… read more
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This is about an Incentive Stock Option (ISO) plan that
This is about an Incentive Stock Option (ISO) plan that allows you to pay to exercise vested options with other vested options.Example: after one year, 20,000 options have vested, all of which have a … read more
Lane
Lane
JD, MBA, CFP, CRPS
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I'm considering trading stocks and realize that short term
i'm considering trading stocks and realize that short term profits are subject to ordinary tax and state tax. My question is: does every single trade, buy and sell have to be listed individually on my… read more
Chad EA, CDFA®, CFP®
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I had a capital gain on investment sold to foreign buyer and
I had a capital gain on investment sold to foreign buyer and did not receive 1099B. I entered the capital gain and need to change the basis. But I cannot find a way to do it. I cannot find input forms… read more
Arthur Rubin
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I own 600 "units" of Mutual Inc Escrow CUSIP 939ESC968. My
Hi, I own 600 "units" of Washington Mutual Inc Escrow CUSIP 939ESC968. My broker (TDAmeritrade) says they couldn't sell it even if it was worth $$, which it isn't and hasn't been for years. We origina… read more
Lev
Lev
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Bachelor's Degree Equivalent
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I own Baxalta stock from a Baxter spinoff several years ago.
I own Baxalta stock from a Baxter spinoff several years ago. This year, Baxalta and Shire merged in a stock deal that resulted in me getting a 1099 from my broker , Fidelity Investments, for $24,000. … read more
Stephen G.
Stephen G.
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I sold my online business to a US buyer in 2015. The buyer
I sold my online business to a US buyer in 2015. The buyer will pay for the acquisition in 3 installments (one payment each year during 2015, 2016 and 2017).I was a NRA in 2015 and 2016, thus there is… read more
Dr. Fiona Chen
Dr. Fiona Chen
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I had unvested company stock from my company that when company
I had unvested company stock from my company that when company merger occurred in November which forced mandatory sale and looks like repurchase with new company. I am seeing a long term gain for one … read more
Stephen G.
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I need help reporting my incentive stock options My w-2
I need help reporting my incentive stock options My w-2 income reflects my gain and I also have to enter on capital gains I think... ? I don't want to be double taxed. Please help… read more
R. Klein, EA
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I did a employer nonstatutory stock option, and rec a w-2 ,
I did a employer nonstatutory stock option, and rec a w-2 , 1099-B and summary document of all my equity award tranactions and the taxes I paid on those transactions, how do I enter these on my 1040 a… read more
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Is there any taxable gain in the year of a merger of a
Is there any taxable gain in the year of a merger of a stock? How is it reported in that year. How do you compute the new cost basis of the new stock?… read more
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Am the sole shareholder of an s corp. Am selling the stock
Am the sole shareholder of an s corp. Am selling the stock of the company and taking back a 15 year loan. Want to report the profit on the installment basis on form 6252. How do I report that this is … read more
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I bought a home for 75000 and sold it for 160000 after putting
I bought a home for 75000 and sold it for 160000 after putting 25000 into it. I sold it nothing down at 5.75 percent for 25 years. Do I have to pay taxes?… read more
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My company (a privately-held C corporation) was recently acquired
My company (a privately-held C corporation) was recently acquired by another privately held company. The shares I held in the original company I had purchased five years ago for $75K. From the sale, I… read more
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"From the point of view of a shareholder who once owned stock
"From the point of view of a shareholder who once owned stock in a company, but no longer owns it because a short-form merger was consummated: 1) Is the cash received from the buyer recognized as cons… read more
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R. Klein, EA

R. Klein, EA

Enrolled Agent

265 satisfied customers

Over 20 Years experience in resolving tough tax cases

jgordosea

jgordosea

Enrolled Agent

173 satisfied customers

As an Enrolled Agent you can be ensured of my competence in income tax matters.

PhillipB EA

PhillipB EA

Accountant

130 satisfied customers

Enrolled Agent with 8 years experience in tax return preparation, representation, and taxpayer consultation

Arthur Rubin

Arthur Rubin

Tax Preparer

77 satisfied customers

Over 22 years of tax preparation experience.

Bill-the-CPA

Bill-the-CPA

Certified Public Accountant (CPA)

55 satisfied customers

Seasoned professional with over 15 years in public accounting. Income, sales and property tax. Also accounting/tax software.

FredStevens

FredStevens

Accountant

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Experienced in business, accounting and tax planning for individuals, small/medium sized businesses and non-profit organizations

Shane-CPA

Shane-CPA

CPA, PFS, CGMA

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Shane Northrop is a Certified Public Accountant, Personal Financial Specialist and a Chartered Global Management Accountant

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