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in the current tax year, fay has short-term capital loss carryovers of $5,000 and long-term capital loss carryovers of $40,000, both carried over from the previous year. her net short-term gain for this year is $6,000, and her net long-term gain for this year is $5,000. how much of her gain for this year will be taxable?

User Lifu Tang
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1 Answer

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Final answer:

To determine Fay's taxable gain for this year, we need to calculate her total capital gains and offset them with her capital loss carryovers. From her net short-term gain of $6,000 and net long-term gain of $5,000, her total gain is $11,000. After offsetting her losses, the taxable gain for this year is $1,000 from the short-term gain.

Step-by-step explanation:

To determine how much of Fay's gain for this year will be taxable, we need to calculate her total capital gains. Fay's net short-term gain is $6,000 and her net long-term gain is $5,000, resulting in a total gain of $11,000. Since Fay has short-term capital loss carryovers of $5,000 and long-term capital loss carryovers of $40,000, both carried over from the previous year, we can deduct these losses from her total gain.

First, let's offset the short-term capital loss carryover against the short-term gain. Since the short-term capital loss carryover is $5,000 and the short-term gain is $6,000, only $1,000 of the short-term gain will be taxable.

Next, we can offset the long-term capital loss carryover against the long-term gain. Since the long-term capital loss carryover is $40,000 and the long-term gain is $5,000, the entire long-term gain will be offset and none of it will be taxable.

Therefore, the total taxable gain for this year will be $1,000 from the short-term gain.

User Sunseeker
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