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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…

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…

Video: How to Use IRS Form 5498 on a Tax Return
Did you put money into an IRA this year? What about a Roth IRA? Watch this video to answer your questions about retirement savings and how they affect your taxes. Read more…

Tax Efficiency: ETF vs Mutual Fund
Investors often seek diversified portfolios while aiming to keep expenses low, which includes the tax impact of investing. A good combination of these goals comes from examining an ETF vs mutual fund, the two most popular investment vehicles for buying baskets of securities. Read more…

Tax Tips for Investors
Taxpayers trying to build wealth can weather the ups and downs of the tax side of investing by following a few historically helpful steps. Read more…


More Investments and Taxes Articles

Running for the (Tax) Shelter Should Taxes on Stock Influence Your Decision to Buy or Sell? The Tax Benefits of Your 401(k) Plan Tax-Smart Investing in a Volatile Market Understanding Tax Liability for Investments What is IRS Publication 590? Tax Time Gains and Losses: Calculating Your Investment Portfolio Results Tax Tips for Preferred Stock Tax Deductions for Employer Owned Stocks (RSUs/Stock Options/ESPPs) What Is Form 6198: At-Risk Limitations What is Form 4972: Tax on Lump-Sum Distributions What is Form 8960: Net Investment Income Tax Tax Tips for Real Estate Investment Trusts What is Form 6781: Gains and Losses from Section 1256 Contracts and Straddles? Tax Tips for Bitcoin and Virtual Currency Employee Stock Purchase Plans Guide to Schedule D: Capital Gains and Losses What is Form 1099-B: Proceeds from Broker Transactions? What Is IRS Form 5498: IRA Contributions Information? 5 Things You Should Know about Capital Gains Tax Day Trading Taxes: What New Investors Should Consider How to Report Stock Options on Your Tax Return Incentive Stock Options How to Report RSUs or Stock Grants on Your Tax Return What Is the Savers Credit? What is IRS Form 8824: Like-Kind Exchange Your Crypto Tax Guide Capital Gains and Losses A Guide to the Capital Gains Tax Rate: Short-term vs. Long-term Capital Gains Taxes 4 Crypto Tax Myths You Need to Know What is IRS Form 8606: Nondeductible IRAs What is Form 4952: Investment Interest Expense Deduction What is Form 4255: Recapture of Investment Credit? What is a Schedule Q Form? Answers to Common Questions from New Investors on Investor Apps, Accounts, and Tax Forms What Is the IRS Form 8880? What Is IRS Form 5498? What Is a Schedule B IRS Form? Reversing a Roth IRA Conversion Crypto Tax Forms Now Everyone Can Convert to a Roth Video: What Is the Capital Gains Tax? What is IRS Form 6252: Installment Sale Income How to Report Vested Benefits on Your Income Taxes Is There a Dividend Tax? Your Guide to Taxes on Dividends Video: Taxes 101: Buying and Selling Stocks Tax Benefits of Retirement Accounts: Comparing 401(k)s, 403(b)s, and IRAs ETFs vs. Mutual Funds: Understanding Which is Right for You IRA Tax Benefits: Taxes on Retirement vs. Non-Retirement Accounts What is Tax Lien Investing? Guide to Investment Bonds and Taxes Foreign Tax Credit and Other Tax Implications of Foreign Investments 5 Situations to Consider Tax-Loss Harvesting Is Tax-Efficient Investing Possible With Acorns, Betterment, Stash, and Robinhood? How to Minimize Taxable Events Do You Pay Taxes on Investments? What You Need to Know Deductions Allowed for Contributions to a Traditional IRA Non-Qualified Stock Options Are 501C3 Stock Investment Profits Tax-Exempt? What Is IRS Form 1099-DIV: Dividends and Distributions? Video: When to Use IRS Form 8949 for Stock Sales Are Losses on a Roth IRA Tax Deductible? Video: Guide to Schedule B: Interest and Dividend Income Filing Tax Form 1099-INT: Interest Income What is Form 3468: Investment Credit Best Investments for Boosting Your Tax Refund

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