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During the current tax year, Trevor has the following capital transactions:

Long-term capital gain $ 6,000
Long-term collectible gain 2,000
Short-term capital gain 4,000
Short-term capital loss (10,000)

1 Answer

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Final answer:

Trevor's capital gains and losses from different transaction types need to be combined short-term and long-term results separately. After calculation, Trevor has a net short-term capital loss of $6,000 and a total long-term capital gain of $8,000, resulting in an overall net capital gain of $2,000 for the tax year.

Step-by-step explanation:

The student has asked about the calculation and treatment of capital gains and losses during the current tax year, considering various types of transactions. Trevor's financial dealings include both short-term and long-term capital gains and losses, as follows: a long-term capital gain of $6,000, long-term collectible gain of $2,000, short-term capital gain of $4,000, and a short-term capital loss of ($10,000).

To calculate the net capital gain or loss, you'll need to combine the short-term and long-term results separately. Short-term gains and losses are combined first, followed by long-term gains and losses. Any net long-term gain from collectibles is taxed at a higher rate. Here's how it works for Trevor:

Short-term capital gain: $4,000
  • Short-term capital loss: ($10,000)
  • Net short-term capital loss: $4,000 - $10,000 = ($6,000)
  • Long-term capital gain: $6,000
  • Long-term collectible gain: $2,000
  • Total long-term capital gain: $6,000 + $2,000 = $8,000

Now, to determine the overall net capital gain or loss, subtract the net short-term capital loss from the total long-term capital gain:

Overall net capital gain: $8,000 - $6,000 = $2,000

This net gain is what Trevor would report on his tax return, subject to different tax rates depending on the nature of the gains (ordinary rates for short-term and potentially higher rates for long-term collectibles).

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