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Financial Planning / Tax Strategies


Subject:  Dividend payments on shorts Date:  3/31/2014  11:57 AM
Author:  RockyTopBob Number:  120632 of 132878

Hi all,

I had heard that it is possible to claim the dividends paid in lieu when holding the SPY ETF short. (or any dividend paying position shorted).

I can only find where margin interest is claimed. I'm using TurboTax.

If it has to be claimed as a misc investing cost, it has the 2% cap, which does me no good.

If you can claim these dividends, where do you do it?

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