Here is how I did it for last year. % a; i& j) @5 E$ `8 U- l+ B+ U+ u$ X/ T0 b3 z- \
--Downloaded trading record from my broker. 9 ~0 z; U4 e- J/ j' f--Calculated gains(losses) when a position is closed. t/ L2 s4 B7 F+ q1 @
--Added them up. q: q+ S9 F5 R$ ^& J) d) W; B0 N7 p/ {' a( D. U
Note: expenses such as commissions are always to be taken out of the gains. Cost of shares need to be adjusted when dividends are reivested or there are multiple trades occourd for the same stock.
% l- L' C* ~6 d" R4 R* Y4 kSchedule 3 第3项:2 I. d/ K3 H" G2 b: c# R% ^# F6 t
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按照格式分别算出每一种股票的capital gain or loss. 然后再汇总 2 O) Q% P% v; P0 u9 L2 g( B# @& m9 r- O! p: n
Number卖出的股票数, Name of fund/corp and class of shares股票名字, Year of acquisition哪一年买进的, Proceeds of disposition卖出价, Adjusted cost base买入价+手续费, Outlays and expenses (from dispositions)卖出时的手续费, Gain (or loss) (column 2 minus columns 3 and 4=Proceeds of disposition - Adjusted cost base- Outlays and expenses (from dispositions))