|
Shares
|
FMV
|
Gain
|
Holding period
|
Tax due
|
|
|---|---|---|---|---|---|
|
Stock A
|
50 | $115,000 | $15,000 | Short term | $5,250 |
| Stock B | 100 | $75,000 | $25,000 | Short term | $8,750 |
| Stock C | 75 | $87,500 | $37,500 | Long term | $8,925 |
| Stock D | 150 | $212,500 | $62,500 | Long term | $14,875 |
| Total | $490,000 | $140,000 | $37,800 |
Disclosure Title
Source:
Disclosure
Schwab Center for Financial Research.
This hypothetical example is only for illustrative purposes.