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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. Note: The tax rates in this video apply for tax years 2012 and earlier. Read more…

Reversing a Roth IRA Conversion
Under new rules that took effect in 2010, you can convert a traditional IRA into a Roth IRA no matter what your income is. If the conversion turns out to have adverse tax consequences, you'll have plenty of time to reverse the whole transaction, but only for tax years prior to 2018. Read more…

Is There a Dividend Tax? Your Guide to Taxes on Dividends
Is there a dividend tax? Not all dividends are created equal when it comes to reporting them on your taxes. Here are a few pointers for reporting them. Read more…

Tax Tips for Bitcoin and Virtual Currency
Virtual currency like Bitcoin has shifted into the public eye in recent years. Some employees are paid with Bitcoin, more than a few retailers accept Bitcoin as payment, and others hold the e-currency as a capital asset. Recently, the Internal Revenue Service (IRS) clarified the tax treatment of virtual currency transactions. Read more…

ETFs vs. Mutual Funds: Understanding Which is Right for You
Exchange Traded Funds (ETFs) and mutual funds are collections of individual stocks, bonds, commodities, or other funds – or a combination of these. Read more…


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Day Trading Taxes: What New Investors Should Consider IRA Tax Benefits: Taxes on Retirement vs. Non-Retirement Accounts Tax Time Gains and Losses: Calculating Your Investment Portfolio Results What Is the IRS Form 8880? Deductions Allowed for Contributions to a Traditional IRA Answers to Common Questions from New Investors on Investor Apps, Accounts, and Tax Forms Best Investments for Boosting Your Tax Refund The Tax Benefits of Your 401(k) Plan What Is IRS Form 5498? How to Report RSUs or Stock Grants on Your Tax Return What Is IRS Form 5498: IRA Contributions Information? What is Tax Lien Investing? Guide to Investment Bonds and Taxes Understanding Tax Liability for Investments Tax-Smart Investing in a Volatile Market Should Taxes on Stock Influence Your Decision to Buy or Sell? A Guide to the Capital Gains Tax Rate: Short-term vs. Long-term Capital Gains Taxes Capital Gains and Losses What Is Form 6198: At-Risk Limitations Tax Tips for Real Estate Investment Trusts Video: Taxes 101: Buying and Selling Stocks Running for the (Tax) Shelter What is IRS Publication 590? Now Everyone Can Convert to a Roth Employee Stock Purchase Plans What is Form 8960: Net Investment Income Tax What is Form 6781: Gains and Losses from Section 1256 Contracts and Straddles? Video: When to Use IRS Form 8949 for Stock Sales Tax Deductions for Employer Owned Stocks (RSUs/Stock Options/ESPPs) Video: Guide to Schedule B: Interest and Dividend Income What is IRS Form 6252: Installment Sale Income What is Form 4255: Recapture of Investment Credit? Tax Tips for Investors Video: How to Use IRS Form 5498 on a Tax Return Tax Tips for Preferred Stock Are 501C3 Stock Investment Profits Tax-Exempt? What is IRS Form 8606: Nondeductible IRAs What is Form 3468: Investment Credit What is Form 4972: Tax on Lump-Sum Distributions What Is a Schedule B IRS Form? What Are Deductible Investment Interest Expenses? What is IRS Form 8824: Like-Kind Exchange Video: What Is the Capital Gains Tax? What Is the Savers Credit? 5 Things You Should Know about Capital Gains Tax What is Form 4952: Investment Interest Expense Deduction What is a Schedule Q Form? Guide to Schedule D: Capital Gains and Losses Filing Tax Form 1099-INT: Interest Income How to Report Stock Options on Your Tax Return What is Form 1099-B: Proceeds from Broker Transactions? Do You Pay Taxes on Investments? What You Need to Know How to Report Vested Benefits on Your Income Taxes How to Minimize Taxable Events Is Tax-Efficient Investing Possible With Acorns, Betterment, Stash, and Robinhood? Tax Efficiency: ETF vs Mutual Fund Incentive Stock Options Non-Qualified Stock Options 5 Situations to Consider Tax-Loss Harvesting Foreign Tax Credit and Other Tax Implications of Foreign Investments What Is IRS Form 1099-DIV: Dividends and Distributions? Are Losses on a Roth IRA Tax Deductible?

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