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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…

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…

What is IRS Publication 590?
Need more information on Individual Retirement Accounts (IRAs)? IRS Publication 590 covers it all. Read more…

What Are Deductible Investment Interest Expenses?
In general, you can deduct interest paid on money you borrow to invest, although there are restrictions on how much you can deduct and which investments actually qualify you for the deduction. Read more…

What is Form 8960: Net Investment Income Tax
If you earn income from any of your investments this year, you may have to pay the net investment income tax, in addition to the regular income taxes you owe. You won't know for sure until you fill out Form 8960 to calculate your total net investment income. But before you sit down with the form, you may want to consider whether your income and filing status requires it. Read more…


More Investments and Taxes Articles

5 Things You Should Know about Capital Gains Tax Tax Tips for Investors A Guide to the Capital Gains Tax Rate: Short-term vs. Long-term Capital Gains Taxes 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 Guide to Schedule D: Capital Gains and Losses What is IRS Form 8824: Like-Kind Exchange 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 Your Cryptocurrency Tax Guide Are Losses on a Roth IRA Tax Deductible? Capital Gains and Losses Should Taxes on Stock Influence Your Decision to Buy or Sell? Tax-Smart Investing in a Volatile Market Understanding Tax Liability for Investments Guide to Investment Bonds and Taxes What is Tax Lien Investing? How to Report RSUs or Stock Grants on Your Tax Return Answers to Common Questions from New Investors on Investor Apps, Accounts, and Tax Forms Tax Time Gains and Losses: Calculating Your Investment Portfolio Results IRA Tax Benefits: Taxes on Retirement vs. Non-Retirement Accounts Day Trading Taxes: What New Investors Should Consider Reversing a Roth IRA Conversion Video: Taxes on Dividends Explained Employee Stock Purchase Plans What is Form 4255: Recapture of Investment Credit? Tax Tips for Preferred Stock What is Form 3468: Investment Credit What is Form 4972: Tax on Lump-Sum Distributions What is a Schedule Q Form? 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 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 Filing Tax Form 1099-INT: Interest Income What Is IRS Form 1099-DIV: Dividends and Distributions? What Is the Savers Credit? What Is a Schedule B IRS Form? Video: When to Use IRS Form 8949 for Stock Sales Video: Guide to Schedule B: Interest and Dividend Income Video: How to Use IRS Form 5498 on a Tax Return Running for the (Tax) Shelter Now Everyone Can Convert to a Roth The Tax Benefits of Your 401(k) Plan What Is IRS Form 5498? What Is IRS Form 5498: IRA Contributions Information? ETFs vs. Mutual Funds: Understanding Which is Right for You What Is the IRS Form 8880? Deductions Allowed for Contributions to a Traditional IRA Best Investments for Boosting Your Tax Refund Tax Benefits of Retirement Accounts: Comparing 401(k)s, 403(b)s, and IRAs Are 501C3 Stock Investment Profits Tax-Exempt?

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