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What Is Form 6198: At-Risk Limitations
Most investors go into business expecting to make a profit. But, when business expenses exceed profits and a loss occurs, a tax deduction may be the only silver lining. The Internal Revenue Service (IRS) usually allows taxpayers to deduct money spent on a business up to a certain limit. Tax form 6198 helps you to figure out the amount you can deduct when part of your investment falls into the "at-risk" category. Read more…

Guide to Taxes on Dividends
If you received dividends from any of your investments this year, you may have to pay income tax on these payments. The Internal Revenue Service considers most dividends to be taxable income. So regardless of the amount of your dividend payments, you will likely need to report them on your tax return. Read more…

Tax Tips for Real Estate Investment Trusts
A real estate investment trust, or REIT, is essentially a mutual fund for real estate. As the name suggests, the trust invests in real estate related investments. Investors buy shares in the trust, and the REIT passes income from its holdings to those investors. Because real estate generates different kinds of cash flow, the income that investors receive from a REIT can fall into different categories, each with its own tax rules. Read more…

Video: Taxes 101: Buying and Selling Stocks
Learn everything you need to know to report stock gains and losses on your tax return in 5 easy steps and simple tips to help you maximize your deductions this tax season. Read more…

Running for the (Tax) Shelter
Look to the home front to protect your assets. The only "surefire" tax shelters remaining are deductions such as your mortgage and donations to charity. Read more…


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What is IRS Publication 590? Now Everyone Can Convert to a Roth Guide to Short-term vs Long-term Capital Gains Taxes (Brokerage Accounts, etc.) Employee Stock Purchase Plans What Is the IRS Form 8880? 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) Tax Time Gains and Losses: Calculating Your Investment Portfolio Results 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? Deductions Allowed for Contributions to a Traditional IRA 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? Best Investments for Boosting Your Tax Refund Guide to Schedule D: Capital Gains and Losses Filing Tax Form 1099-INT: Interest Income The Tax Benefits of Your 401(k) Plan What Is IRS Form 5498? How to Report Stock Options on Your Tax Return How to Report RSUs or Stock Grants on Your Tax Return Capital Gains and Losses What is Form 1099-B: Proceeds from Broker Transactions? What Is IRS Form 5498: IRA Contributions Information? 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? Reversing a Roth IRA Conversion Video: Taxes on Dividends Explained

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