Recent Guides in Investments and Taxes
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Video: Taxes on Dividends Explained
If you purchase stock in a corporation or invest in a mutual fund that periodically pays dividends, the payments you receive throughout the year can provide you with some extra income. Watch this video to find out more about how this income may affect your taxes. Read more… -
Agent Troubleshooting Checklist One Stop Shop and Job Aid
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Guide to Taxes on Dividends
If you received dividends from any of your investments this year, you may have to pay income tax on these payments. The Internal Revenue Service considers dividends to be taxable income. So regardless of the amount of your dividend payments, you should report them on your tax return. Read more… -
Non-Qualified Stock Options
Exercising options to buy company stock at below-market price triggers a tax bill. How much tax you pay when you sell the stock depends on when you sell it. Read more… -
Are 403(b) Contributions Tax Deductible?
Employees of various nonprofit organizations such as schools and other tax-exempt organizations can benefit from enrolling in a 403(b) plan, officially known as a tax-deferred annuity. Find out how these plans may benefit you. Read more…
More Guides in Investments and Taxes
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Incentive Stock Options
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Capital Gains and Losses
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Now Everyone Can Convert to a Roth
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Employee Stock Purchase Plans
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Reversing a Roth IRA Conversion
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Deductions Allowed for Contributions to a Traditional IRA
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Are Losses on a Roth IRA Tax Deductible?
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Cost Basis: Tracking Your Tax Basis
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VIDEO: How TurboTax Helps with Complex Taxes
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What Is IRS Form 5498?
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Selling Rental Real Estate at a Loss
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Real Estate Tax and Rental Property
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What is IRS Publication 590?





