Taxable event

Taxable event
Definition: [crh] An event or transaction that has a tax consequence, such as the sale of stock holding Definition: that is subject to capital gains taxes.

Taxable event
An event or transaction that has a tax consequence, such as the sale of stock holding that is subject to capital gains taxes.
Taxable income ...

Taxable Event removal from terminal rack, entry into the United States, or removal or sale of blended diesel fuel.
Transmix the portion of products mixed in transport, that is, diesel fuel is mixed with gasoline while in transit.

Taxable Event
Any event or transaction that results in a tax consequence for the party who executes the event.

taxable event Any transaction or event that has tax implications. taxable income This is a person's gross income less any non-taxable deductions such as for retirement funds.

TAXABLE EVENT -- Term used to define an occurrence which affects the liability of a person to tax.
TAXABLE PERIOD -- Taxes are levied by reference to a period of time called the "taxable period". Tax year ...

Certain types of stock trades are not taxable events:
exchanges of stock for other stock in the same corporation, as long as the exchange is common stock for common, or preferred stock for preferred, ...

Most systems treat the formation of a corporation by a controlling corporate shareholder as a nontaxable event.

Taxable Event (finance term)
Simple Ira (business term)
Section 401 (K) Plan (Salary Reduction Plan) (insurance term)
Rollover and Withholding Rules for Qualified Plan Distributions (insurance term)
Simplified Employee Pension (SEP) (insurance term) ...

Phantom Income - Is a taxable event even though no cash flow was generated during the year other than an accounting accretion which represented interest.
PHLX - Is the Philadelphia Stock Exchange.
PIBOR - Is the Paris Interbank Offered Rate.

Second, unless your investments are held entirely in a qualified retirement plan, where a fund redemption is not a taxable event, it's preferable to rebalance by adding money to those funds that have fallen below your original target percentages.

When you sell shares in a mutual fund, whether by redeeming, exchanging or writing a check, you have created a taxable event unless the transaction occurred in a tax-deferred retirement plan or a money market fund.

That portion of a deceased person's estate that is subject to transfer tax.
Taxable event
An event or transaction that has a tax consequence, such as the sale of stock holding that is subject to capital gains taxes.
Taxable income ...

Unlike traditional mutual funds, ETFs trade on an exchange insulating investors from taxable events generated by other investors.

Anytime you withdraw money from a mutual fund, or transfer money from one fund to another fund, the sale of shares and/or subsequent purchase of new shares is a taxable event unless the funds are in an IRA or other tax-deferred retirement account.

Short Against the Box - Selling short shares that are already owned by an investor, usually to take advantage of unrealized gains without incurring a taxable event from the sale of the actual security.

Exchanges can be motivated by tax rules because neither company may be required to recognize a taxable event on the exchange. The result could be quite different if the asset was sold for cash.

Recapture of Depreciation: Recapture of depreciation refers to the inclusion as ordinary income of all or part of excess depreciation previously taken. This inclusion happens on a taxable event, such as the sale of property, I.R.C.

Section 1035 Exchange - This refers to a part of the Internal Revenue Code that allows owners to replace a life insurance or annuity policy without creating a taxable event.

Unfortunately, distributions constitute a taxable event for shares held in taxable accounts. Even if the value of an investor’s shares in the mutual fund have declined since purchase, the distribution still represents taxable income.

Transfer of title, however, may be treated as a taxable event in some jurisdictions. In other jurisdictions, the securing party retains ownership of collateral, but the secured party acquires a perfected interest in it.

This transfer is usually made with the provision that the ownership rights revert to the original owner when the debt is repaid. A collateral assignment of a nonqualified annuity is considered a taxable event to the owner of the contract.

This allows the investor to make necessary portfolio changes at will without undue expense. Because each "exchange" involves the sale of one fund and the purchase of another, it does create a taxable event for the investor in the year the exchange ...

See also: Expense, Saving, Banks, Compensation, Tax deduction