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Tax Time Gains and Losses: Calculating Your Investment Portfolio Results
Every investor's goal is the same, to make money. But a dollar earned in one investor's portfolio is not necessarily the same as a dollar earned in another's. That's because each portfolio might include a unique mix of investments and also might spread those investments among different types of accounts. When it comes to minimizing the tax bite, there may be as many different strategies as there are portfolios, but you have several ways to manage your portfolio to reduce your overall obligation. Read more…

Guide to Schedule D: Capital Gains and Losses
The Schedule D form is what most people use to report capital gains and losses that result from the sale or trade of certain property during the year. Read more…

What is IRS Form 8824: Like-Kind Exchange
Ordinarily, when you sell something for more than what you paid to get it, you have a capital gain; when you sell it for less than what you paid, you have a capital loss. Both can affect your taxes. But if you immediately buy a similar property to replace the one you sold, the tax code calls that a "like-kind exchange," and it lets you delay some or all of the tax effects. The Internal Revenue Service (IRS) uses Form 8824 for like-kind exchanges. 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…

Video: How to Use IRS Form 5498 on a Tax Return
Did you put money into an IRA this year? What about a Roth IRA? Watch this video to answer your questions about retirement savings and how they affect your taxes. Read more…


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A Guide to the Capital Gains Tax Rate: Short-term vs. Long-term Capital Gains Taxes Is There a Dividend Tax? Your Guide to Taxes on Dividends Tax Benefits of Retirement Accounts: Comparing 401(k)s, 403(b)s, and IRAs ETFs vs. Mutual Funds: Understanding Which is Right for You Day Trading Taxes: What New Investors Should Consider IRA Tax Benefits: Taxes on Retirement vs. Non-Retirement Accounts What is Tax Lien Investing? Guide to Investment Bonds and Taxes Understanding Tax Liability for Investments Should Taxes on Stock Influence Your Decision to Buy or Sell? Answers to Common Questions from New Investors on Investor Apps, Accounts, and Tax Forms Foreign Tax Credit and Other Tax Implications of Foreign Investments 5 Situations to Consider Tax-Loss Harvesting Tax Efficiency: ETF vs Mutual Fund Is Tax-Efficient Investing Possible With Acorns, Betterment, Stash, and Robinhood? How to Minimize Taxable Events Do You Pay Taxes on Investments? What You Need to Know Best Investments for Boosting Your Tax Refund Incentive Stock Options Deductions Allowed for Contributions to a Traditional IRA What Is a Schedule B IRS Form? Your Cryptocurrency Tax Guide Tax-Smart Investing in a Volatile Market How to Report RSUs or Stock Grants on Your Tax Return What is Form 4972: Tax on Lump-Sum Distributions Capital Gains and Losses What Is the Savers Credit? Are 501C3 Stock Investment Profits Tax-Exempt? What Is the IRS Form 8880? Running for the (Tax) Shelter What Is IRS Form 5498: IRA Contributions Information? Video: Taxes on Dividends Explained Now Everyone Can Convert to a Roth What Is IRS Form 1099-DIV: Dividends and Distributions? Reversing a Roth IRA Conversion Video: When to Use IRS Form 8949 for Stock Sales How to Report Stock Options on Your Tax Return Are Losses on a Roth IRA Tax Deductible? What is Form 1099-B: Proceeds from Broker Transactions? Video: Guide to Schedule B: Interest and Dividend Income Tax Tips for Preferred Stock What is Form 4255: Recapture of Investment Credit? Filing Tax Form 1099-INT: Interest Income What is Form 3468: Investment Credit The Tax Benefits of Your 401(k) Plan What is a Schedule Q Form? What Is IRS Form 5498? Employee Stock Purchase Plans Video: What Is the Capital Gains Tax? What is IRS Publication 590? What Are Deductible Investment Interest Expenses? What is Form 8960: Net Investment Income Tax 5 Things You Should Know about Capital Gains Tax Tax Tips for Investors What is IRS Form 8606: Nondeductible IRAs What is Form 4952: Investment Interest Expense Deduction What is IRS Form 6252: Installment Sale Income Tax Deductions for Employer Owned Stocks (RSUs/Stock Options/ESPPs) How to Report Vested Benefits on Your Income Taxes What Is Form 6198: At-Risk Limitations Tax Tips for Bitcoin and Virtual Currency What is Form 6781: Gains and Losses from Section 1256 Contracts and Straddles? Video: Taxes 101: Buying and Selling Stocks Tax Tips for Real Estate Investment Trusts

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