[报税-3] 报税问题讨论

oldfairy

报税问题请教：Turbotax仅支持3000以下transactions输入，有好方法解决吗？

Turbotax仅支持3000以下transactions输入，别无选择，只好打印这样多的交易与报税表一起寄给IRS，但我觉得的这个方法太笨，谁有好办法？先谢了！

you might want to ask a tax professional to help with your tax return. I thought I was crazy to have 300+ transactions but looking at yours mine was nothing.

gainskeeper could do that. But I never used it, the price is too much for me, I wrote a small program myself instead.
https://www.gainskeeper.com/us/PricingIndividual.aspx
Investor150
$69
Includes 150 transactions and 15 BasisPro calculations

Trader1000
$179
Includes 1,000 transactions and 40 BasisPro calculations

Trader3000
$359
Includes 3,000 transactions and 75 BasisPro calculations

Trader5000
$499
Includes 5,000 transactions and 100 BasisPro calculations

TraderElite
$659
Includes up to 100,000 transactions and 150 BasisPro calculations






NP. BTW, I like TaxAct better than TurboTax. TaxAct has the free version, even the Deluxe or Ultimate version is cheaper than TurboTax.

Thanks 德州牛仔.
JL01 发表于 2009-4-5 22:47

I remember seeing similar posts before.  Disclaimer: I've never used them. -------------------------------------------------------- http://hutong9.com/viewthread.php?tid=8364 #11 post 我有朋友推荐了这个软件： Simply Track http://www.vbssol.com/ 便宜一点， 49.99 我还没用过，我朋友说还可以。

1# gutu Buy a desktop copy or call them to get a desktop version, which can fix it. Online version is cheaper with less functions.

Switch to TaxCut, it can accept 3000+ trades. Turbotax is a junk

oldfairy

请教: Day Trader 报税要注意些什么? 这么多的TRADE....
请教: DT报税要注意些什么?


怎么省可以时间?(省税就免了，亏钱)

这么多的TRADE， 无用功，光缴手续费了。


THANKS

oldfairy

1,不用报每个trade

2, 用schedule C

3,每个quarter别忘了预缴税,不然到4/15要被罚

4, 想办法避税, DTer基本都有办法能做到合法的少交税.

oldfairy

depend the size of your loss,

if far more than 3k, use schedule C to claim biz loss, otherwise schedule D for capital loss.

BTW, switch to a discount broker if transaction fee is too much

oldfairy

不用, 我从来没有list every trade, 真要都列出来, 呵呵, 估计得成本书.
for schedule C, do we need to list each transaction? thanks.

stockhq 发表于 2009-4-8 20:59

oldfairy

From what you asked it looks you have not claimed to use Mark-to-Market account as a trader. So here is the list:
1. you can use schedule C to report biz expenses as a trader. That will reduce your tax.
2. you have to report your each trade using Schedule D. You should be able to download these trades from your brokage firm.
3. Do declear M2M status before 4/15 together with your return so next year you do not need to report each trade but the total gain or loss in form 4797.
4. do file 3115 form when you report your tax next year.

This is what I have learned from last a couple of days.

Good luck.

oldfairy

12# chuaner

I used Turbo Tax to download from Fidelity and the format is in what schedule D1 needs.