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Investments Tax Hub

Your resource for the latest tools, tips, and insights about investments and ways to save at tax time.

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Insights & Articles

From stocks & crypto to rental property income,
we’ve got your investments and taxes covered.

Latest Investment Insights

  • A Guide to the Capital Gains
    Tax Rate...

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  • How to Report Stock Options on
    Your Tax Return

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  • Your Crypto Tax Guide

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Investment Tax Planning

  • 5 Things You Should Know about Capital Gains Tax

    Read more

  • Is There a Dividend Tax? Your Guide to
    Taxes on Dividends

    Read more

  • What You Need to Know About Taxes on Investments

    Read more

Most Common Investment Topics

  • Best Investments for Boosting
    Your Tax Refund

    Read more

  • Tax Tips for Bitcoin and
    Virtual Currency

    Read more

  • Rental Real Estate and Taxes

    Read more

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Frequently asked questions


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No matter how complex your tax situation, you can get advice from tax experts who can help you finish your taxes error-free, review your return at the end, and guarantee you’ll get every dollar you deserve.

Yes, if you traded in a taxable account or you earned income for activities such as staking or mining. According to IRS Notice 2014-21, the IRS considers cryptocurrencies as “property,” and are given the same treatment as stocks, bonds or gold. If you sold crypto you likely need to file crypto taxes, also known as capital gains or losses. You’ll report these on Schedule D and Form 8949 if necessary.

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