18 posts tagged with capitalgains.
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How do capital gains work with continual investment?

Let's say I make a $1,000 investment into a mutual fund on Jan 1, 2016. On the 1st of every subsequent month through Dec 1, 2016, I contribute an additional $1,000. By end of year, my total purchase price is now $12,000. In the middle of January 2017, Let's say the market value of the fund is now $15,000 and I want to sell. Can someone help explain how capital gains tax would work in this scenario for the $3,000 gain? Some specific questions below the fold. [more inside]
posted by jason and the garlic knots on Aug 13, 2016 - 7 answers

Capital gains on sale of a rental question

My mother-in-law is selling, or thinking of selling, a house she's owned forever. It's been paid off for decades. She hasn't lived in it for 5 years (has had it rented out by a property manager) and is looking at a huge capital gains tax if she sells. What alternatives does she have to reduce the tax burden? [more inside]
posted by diode on Mar 17, 2016 - 8 answers

Do I have to pay capital gains tax if I made no profit?

Taxfilter: I sold a condo in April. I sold it for $5,000 less than I bought it for, but I walked away with some money because I had owned it for 10 years and paid down the principal. I had been renting it out for 4 years before I sold it because I moved to a city nearby. I also put about 10K into renovations over the past few years. Do I have to pay any capital gains taxes? Is it worth it to try to get any kind of credit for the loss I took when I sold it for less than I bought it for?
posted by Clustercuss on Feb 26, 2014 - 8 answers

Why not lower income taxes and increase capital gains taxes?

Has there been any serious discussion or analysis of "swapping" capital gains tax rates (by raising them) and income tax rates (by lowering them)? [more inside]
posted by AgentRocket on Aug 21, 2012 - 12 answers

Am I going to be audited?

So I was just wired ~$23,000 into my checking account from a foreign bank. How much (if any) tax do I have to pay on this? [more inside]
posted by anonymous on Aug 16, 2012 - 12 answers

Buy out tax treatment

If I've held a stock for ninety days, but te company is bought out in an all cash transaction, do I still have to pay short term capital gains, or do I qualify for different tax treatment?
posted by Pants! on Apr 4, 2012 - 4 answers

Calculating Book Value of Mutual Fund after Partial Sell

How do I calculate a mutual fund’s book value after selling only a portion of units held if I have been using a dollar-cost strategy and investing a set amount of money in the fund regularly? How does this impact my ability to report profit/capital gains? [more inside]
posted by elkerette on Jun 22, 2010 - 2 answers

The tax man's taken all my dough

Do higher rates of taxation for high-earners kill entrepreneurial spirit? [more inside]
posted by northerner on May 4, 2010 - 32 answers

You Can't Escheat Taxes

Recovered escheated stock in Massachusetts - how is it taxed? [more inside]
posted by plinth on Apr 12, 2010 - 1 answer

Release me from Schedule D!

CapitalGainsFilter: I got less than $20 from my mutual fund distributions, my only capital gain this year. Must I fill out Schedule D on my (US Federal Income Tax) 1040? Schedule D gives me a migraine, I'd rather stay away if possible. [more inside]
posted by Rash on Mar 11, 2010 - 6 answers

At a loss...How to quickly calculate capital gains

Hi! I live in Canada and am catching up on my taxes. While I was a student I was day trading through a discount brokerage. Upon my request for a summary of Capital Gains/Losses, the discount brokerage I use told me that this is something I have to do on my own. [more inside]
posted by stealabove on Mar 9, 2010 - 3 answers

Death and Taxes

[Tax/Stock Filter:] Employee Stock Purchase Plan advice especially in re: taxation [more inside]
posted by jckll on Dec 11, 2008 - 5 answers

UK tax: How long do you have to live somewhere to call it your residence?

UK Tax question: How long do you have to be resident in a house for it to be your residence, for the purposes of capital gains tax? [more inside]
posted by handee on Apr 4, 2007 - 3 answers

Sell, rent, or stay put ?

I'm in a really weird housing market (Baton Rouge, LA). Should I get out and rent for awhile until it calms down? Any ideas about weighing capital gains tax vs. possible profit I might lose if prices nosedive before my 2 years are up? [more inside]
posted by ultraultraboomerang on Feb 13, 2007 - 10 answers

Capital Gains and Duplexes

If I live in the downstairs flat of a duplex and rent out the upstairs for 3 years and and then move to the upstairs and rent out the downstairs for 2 years, can I take a reduction on the entire property and not have to pay capital gains?
posted by javasal on Feb 4, 2006 - 6 answers

Massachusetts Capital Gains Refunds

Does anyone know of a simple guide to calculating my refund on Massachusetts capital gains taxes for 2002? The state's instructions are long and, at first glance, incomprehensible. [more inside]
posted by teaperson on Jan 22, 2006 - 1 answer

If I stay in a new home while selling an old one, can I still avoid capital gains taxes?

CapitalgainsFilter: I bought a new house and my old house is set to go on the market on Monday. I'm just two months shy of the 2 years minimum residence requirement for avoiding capital gains taxes, and will make sure the old house isn't sold before that cut-off date. But do I really have to sleep in the old house all the way up to the end date? [more inside]
posted by anonymous on Jul 29, 2005 - 7 answers

Capital Gains Taxes

Question re: Capital Gains taxes on a home sale [more inside]
posted by jonson on Jul 14, 2005 - 18 answers

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