If I sell a % of a stock, but keep the rest longer than a year - am I subject to short term capital gains?

Question

Say I bought AAPL and sell 50% of the shares within a year, but hold the other 50% a year or longer - am I subject to the short term tax rate for the 50% that I sold?

Answer 1

Yes. Any shares that you sold before holding them a year and a day will be taxed as short term. Only the shares that you had over a year when you sell them qualify as long term.

Answer 2

yes. doesn't matter how much of a stock you sell, what matters is the holding period. You would be subject to the short-term rate for the 50% that you sold. Which is taxed at your regular tax bracket, instead of long-term cap gains rate (maximum of 15%).

Answer 3

Yes, the short term gains apply to the shares you sell before 1 year. Taxes are calculated and payable once you realize your gains/losses, meaning you have to sell a position to get taxed or get tax losses. You don't pay any taxes on shares you hold in your portfolio.

Answer 4

Yep

Answer 5

Yes, on the amount that you sold.