John Battaglia
John Battaglia
John David Battagliais a convicted murderer on Texas death row...
copies relevant return returns six tax themselves until
Anything that's relevant to your tax return I would keep until six years after you file, and I would keep copies of the tax returns themselves as long as possible.
carry february forward greater held longer loss net next position stock turn until wait
Say you have this stock that has a $10,000 short-term loss and you're in a position where you already have a net loss for greater than $3,000. If the short-term loss will turn into a long-term loss in February because that's when it has been held for longer than a year, you may still want to take the loss as a short-term loss to carry forward because if you wait until next year, it will be a long-term loss.