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What Is the Savers Credit?
The Savers Credit gives a special tax break to low- and moderate-income taxpayers who are saving for retirement. Read more…

Video: What Is the Capital Gains Tax?
The capital gains tax applies when a person sells a capital asset. Find out about the capital gains tax with help from TurboTax in this video clip. 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…

Best Investments for Boosting Your Tax Refund
If you're like most taxpayers, you're expecting a tax refund this year. The average refund amount for tax year 2019 was $2,725. If you want to boost your tax refund, consider investing in your retirement or your home before filing your taxes. Read more…

Are Losses on a Roth IRA Tax Deductible?
When the value of your investments in a Roth IRA (Roth Individual Retirement Account) decreases, you might wonder if there is a way to write off those losses on your federal income tax return. Find out what tax deductions you can and can't take when it comes to your Roth IRA. Read more…


More Investments and Taxes Articles

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.) The Tax Benefits of Your 401(k) Plan 5 Things You Should Know about Capital Gains Tax 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 4952: Investment Interest Expense Deduction Non-Qualified Stock Options What Is IRS Form 1099-DIV: Dividends and Distributions? Employee Stock Purchase Plans What is Form 3468: Investment Credit What Is Form 6198: At-Risk Limitations What is IRS Form 8606: Nondeductible IRAs Capital Gains and Losses Deductions Allowed for Contributions to a Traditional IRA Are 501C3 Stock Investment Profits Tax-Exempt? Tax Tips for Preferred Stock What is a Schedule Q Form? Video: How to Use IRS Form 5498 on a Tax Return Tax Tips for Investors What is Form 4255: Recapture of Investment Credit? How to Report RSUs or Stock Grants on Your Tax Return Now Everyone Can Convert to a Roth What is IRS Form 6252: Installment Sale Income Video: Taxes 101: Buying and Selling Stocks Video: Guide to Schedule B: Interest and Dividend Income How to Report Stock Options on Your Tax Return Tax Time Gains and Losses: Calculating Your Investment Portfolio Results Tax Deductions for Employer Owned Stocks (RSUs/Stock Options/ESPPs) What is Form 1099-B: Proceeds from Broker Transactions? Tax Tips for Real Estate Investment Trusts Video: When to Use IRS Form 8949 for Stock Sales Filing Tax Form 1099-INT: Interest Income How to Report Vested Benefits on Your Income Taxes What is Form 6781: Gains and Losses from Section 1256 Contracts and Straddles? What Is IRS Form 5498? What Is IRS Form 5498: IRA Contributions Information? Guide to Taxes on Dividends Guide to Schedule D: Capital Gains and Losses What is Form 8960: Net Investment Income Tax What is IRS Publication 590? What Is the IRS Form 8880? Reversing a Roth IRA Conversion Video: Taxes on Dividends Explained

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