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Foreign Tax Credit and Other Tax Implications of Foreign Investments
As you consider broadening your financial portfolio, you may be interested in foreign investments. But, before you begin, there are some things you should be aware of — such as the foreign tax credit and other tax implications. Read more…

5 Situations to Consider Tax-Loss Harvesting
In order to reduce the amount you'll owe during tax season, you can explore selling investments that have lost value from what you paid for them. But first, you should understand what this means and whether or not you should be considering it as a strategy. 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…

Incentive Stock Options
Some employers use Incentive Stock Options (ISOs) as a way to attract and retain employees. While ISOs can offer a valuable opportunity to participate in your company's growth and profits, there are tax implications you should be aware of. We'll help you understand ISOs and fill you in on important timetables that affect your tax liability so you can optimize the value of your ISOs. Read more…

Tax Efficiency: ETF vs Mutual Fund
Investors often seek diversified portfolios while aiming to keep expenses low, which includes the tax impact of investing. A good combination of these goals comes from examining an ETF vs mutual fund, the two most popular investment vehicles for buying baskets of securities. Read more…


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Is Tax-Efficient Investing Possible With Acorns, Betterment, Stash, and Robinhood? How to Minimize Taxable Events How to Report Vested Benefits on Your Income Taxes Do You Pay Taxes on Investments? What You Need to Know What Is IRS Form 5498: IRA Contributions Information? Employee Stock Purchase Plans What is Form 1099-B: Proceeds from Broker Transactions? Capital Gains and Losses How to Report RSUs or Stock Grants on Your Tax Return How to Report Stock Options on Your Tax Return What Is IRS Form 1099-DIV: Dividends and Distributions? What is IRS Publication 590? Now Everyone Can Convert to a Roth What Is IRS Form 5498? The Tax Benefits of Your 401(k) Plan Filing Tax Form 1099-INT: Interest Income Guide to Schedule D: Capital Gains and Losses Best Investments for Boosting Your Tax Refund What is a Schedule Q Form? What is Form 4952: Investment Interest Expense Deduction 5 Things You Should Know about Capital Gains Tax What Is the Savers Credit? Video: What Is the Capital Gains Tax? Are Losses on a Roth IRA Tax Deductible? What is IRS Form 8824: Like-Kind Exchange Running for the (Tax) Shelter Guide to Short-term vs Long-term Capital Gains Taxes (Brokerage Accounts, etc.) What Are Deductible Investment Interest Expenses? What Is a Schedule B IRS Form? What is Form 4972: Tax on Lump-Sum Distributions What is Form 3468: Investment Credit What Is Form 6198: At-Risk Limitations What is IRS Form 8606: Nondeductible IRAs Deductions Allowed for Contributions to a Traditional IRA Are 501C3 Stock Investment Profits Tax-Exempt? Tax Tips for Preferred Stock Video: How to Use IRS Form 5498 on a Tax Return Tax Tips for Investors What is Form 4255: Recapture of Investment Credit? What is IRS Form 6252: Installment Sale Income Video: Taxes 101: Buying and Selling Stocks Video: Guide to Schedule B: Interest and Dividend Income Tax Time Gains and Losses: Calculating Your Investment Portfolio Results Tax Deductions for Employer Owned Stocks (RSUs/Stock Options/ESPPs) Tax Tips for Real Estate Investment Trusts Video: When to Use IRS Form 8949 for Stock Sales What is Form 6781: Gains and Losses from Section 1256 Contracts and Straddles? Guide to Taxes on Dividends What is Form 8960: Net Investment Income Tax What Is the IRS Form 8880? Reversing a Roth IRA Conversion Video: Taxes on Dividends Explained

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