Investments and Taxes Tax Tips

Subscribe and receive all Investments and Taxes
tax guides via RSS

Recent Articles

Do You Pay Taxes on Investments? What You Need to Know
As you start to diversify your financial portfolio, you'll likely look into investing. But do you pay taxes on investments? How much should you plan to account for? Our guide outlines some important points you need to know so you can invest with peace of mind. Read more…

What Is IRS Form 5498: IRA Contributions Information?
Form 5498: IRA Contributions Information reports your IRA contributions to the IRS. Your IRA trustee or issuer - not you - is required to file this form with the IRS by May 31. Read more…

Employee Stock Purchase Plans
Get information about how your employee stock purchase plan can impact your taxes. Read more…

What is Form 1099-B: Proceeds from Broker Transactions?
If you sell stocks, bonds, derivatives or other securities through a broker, you can expect to receive one or more copies of Form 1099-B in January. This form is used to report gains or losses from such transactions in the preceding year. People who participate in formal bartering networks may get a copy of the form, too. Read more…

Capital Gains and Losses
What is a capital asset, and how much tax do you have to pay when you sell one at a profit? Find out how to report your capital gains and losses on your tax return with these tips from TurboTax. Read more…

More Investments and Taxes Articles

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 Incentive Stock Options 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 Non-Qualified Stock Options 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 How to Report Vested Benefits on Your Income Taxes 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

TurboTax Blog »

Get tax tips and tricks, from quick fixes to long term strategies.

Ready to try TurboTax?

Start for Free