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On October 5, 2023, Mikayla purchased 80 shares of SPT stock for $4,000. On October 5, 2024, she sold 40 shares for $1,800. On November 14, 2024, she sold the other 40 shares for $4,800. Therefore, Mikayla has:
A short-term loss of $200 and a long-term gain of $2,800.
A long-term loss of $200 and a long-term gain of $2,800.
A short-term gain of $2,600.
A long-term gain of $2,600.
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GPT-5 mini
AI
Answer: A short-term loss of $200 and a long-term gain of $2,800.
Explanation:
- Purchase basis per share = $4,000 / 80 = $50.
- Oct 5, 2024 sale (40 shares): proceeds $1,800 − basis $2,000 = $200 loss. Holding = exactly 1 year → short-term.
- Nov 14, 2024 sale (40 shares): proceeds $4,800 − basis $2,000 = $2,800 gain. Holding > 1 year → long-term.
Explanation:
- Purchase basis per share = $4,000 / 80 = $50.
- Oct 5, 2024 sale (40 shares): proceeds $1,800 − basis $2,000 = $200 loss. Holding = exactly 1 year → short-term.
- Nov 14, 2024 sale (40 shares): proceeds $4,800 − basis $2,000 = $2,800 gain. Holding > 1 year → long-term.
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