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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…

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…

Guide to Schedule D: Capital Gains and Losses
The Schedule D form is what most people use to report capital gains and losses that result from the sale or trade of certain property during the year. Read more…

Reversing a Roth IRA Conversion
Under new rules that took effect in 2010, you can convert a traditional IRA into a Roth IRA no matter what your income is. If the conversion turns out to have adverse tax consequences, you'll have plenty of time to reverse the whole transaction. 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. 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…

More Investments and Taxes Articles

Filing Tax Form 1099-INT: Interest Income What is IRS Publication 590? What Is the IRS Form 8880? 5 Things You Should Know about Capital Gains Tax What is Form 1099-B: Proceeds from Broker Transactions? How to Report Stock Options on Your Tax Return Best Investments for Boosting Your Tax Refund Tax Tips for Investors Guide to Short-term vs Long-term Capital Gains Taxes (Brokerage Accounts, etc.) Are Losses on a Roth IRA Tax Deductible? Incentive Stock Options Employee Stock Purchase Plans Non-Qualified Stock Options Capital Gains and Losses Now Everyone Can Convert to a Roth Video: What Is the Capital Gains Tax? Are 501C3 Stock Investment Profits Tax-Exempt? Deductions Allowed for Contributions to a Traditional IRA What Is IRS Form 5498? What Is a Schedule B IRS Form? What Is the Savers Credit? Running for the (Tax) Shelter Video: How to Use IRS Form 5498 on a Tax Return Video: Taxes on Dividends Explained What Is IRS Form 1099-DIV: Dividends and Distributions? Video: When to Use IRS Form 8949 for Stock Sales Video: Guide to Schedule B: Interest and Dividend Income The Tax Benefits of Your 401(k) Plan What Are Deductible Investment Interest Expenses? What is Form 8960: Net Investment Income Tax What is a Schedule Q Form? How to Report RSUs or Stock Grants on Your Tax Return What is Form 4255: Recapture of Investment Credit? Tax Deductions for Employer Owned Stocks (RSUs/Stock Options/ESPPs) What is Form 4952: Investment Interest Expense Deduction What is IRS Form 6252: Installment Sale Income What is IRS Form 8606: Nondeductible IRAs What is IRS Form 8824: Like-Kind Exchange What is Form 4972: Tax on Lump-Sum Distributions What is Form 3468: Investment Credit What is Form 6781: Gains and Losses from Section 1256 Contracts and Straddles? Tax Tips for Preferred Stock How to Report Vested Benefits on Your Income Taxes Tax Time Gains and Losses: Calculating Your Investment Portfolio Results What Is Form 6198: At-Risk Limitations Video: Taxes 101: Buying and Selling Stocks
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