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Recent Articles

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, but only for tax years prior to 2018. Read more…

Video: Guide to Schedule B: Interest and Dividend Income
Did you earn more than $1,500 in interest or dividend income? Or cash in a U.S. savings bond? You may be able to exclude some of this interest from your 1099-INT form. Watch this video to find out more about Interest and Dividend income. 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…

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…

What Is a Schedule B IRS Form?
If you received more than $1,500 in interest or dividend income, chances are you will need to file a Schedule B. Here are the details. Read more…

More Investments and Taxes Articles

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