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P1-U07 · PART 1 · SOURCE CYCLE 2026-2027

Capital Gains and Losses

Only cards whose complete question and answer were checked against exact primary-authority evidence appear here.

Q1.How is a digital asset treated for federal income tax purposes?

As property; the general tax principles for property transactions apply.

Q2.Recall the rule for this EA objective in Income And Assets: Basis of stock after stock splits and/or stock dividends (e.g., research, schedules, brokerage records)

The old-stock basis is allocated between the old and new stock

Q3.Recall the rule for this EA objective in Income And Assets: Options (e.g., stock, commodity, ISO, ESPP)

The option cost

Q4.Recall the rule for this EA objective in Income And Assets: Non-business bad debts

As a short-term capital loss

Q5.Recall the rule for this EA objective in Income And Assets: Investor versus trader

Profit from daily market movements rather than dividends, interest, or capital appreciation

Q6.How are capital gains and losses generally netted?

separately net short-term gains and losses and long-term gains and losses then net the short-term and long-term results against each other individuals may deduct up to $3,000 of net capital loss against ordinary income each year, with the excess carried forward