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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…

How to Report RSUs or Stock Grants on Your Tax Return
Restricted stock units (RSUs) and stock grants are often used by companies to reward their employees with an investment in the company rather than with cash. As the name implies, RSUs have rules as to when they can be sold. Stock grants often carry restrictions as well. How your stock grant is delivered to you, and whether or not it is vested, are the key factors when determining tax treatment. Read more…

Are Losses on a Roth IRA Tax Deductible?
When the value of your investments in a Roth IRA (Roth Individual Retirement Account) decreases, you might wonder if there is a way to write off those losses on your federal income tax return. Find out what tax deductions you can and can't take when it comes to your Roth IRA. Read more…

Now Everyone Can Convert to a Roth
New rules for converting your traditional IRA to a Roth IRA began in 2010. Now everyone can convert to a Roth IRA. Read more…

Incentive Stock Options
Some employers use Incentive Stock Options (ISOs) as a way to attract and retain employees. While ISOs can offer a valuable opportunity to participate in your company's growth and profits, there are tax implications you should be aware of. We'll help you understand ISOs and fill you in on important timetables that affect your tax liability so you can optimize the value of your ISOs. Read more…

More Investments and Taxes Articles

Running for the (Tax) Shelter How to Report Stock Options on Your Tax Return Tax Time Gains and Losses: Calculating Your Investment Portfolio Results What Is IRS Form 5498? What Is IRS Form 5498: IRA Contributions Information? Guide to Taxes on Dividends Guide to Schedule D: Capital Gains and Losses Reversing a Roth IRA Conversion Tax Tips for Real Estate Investment Trusts 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? Best Investments for Boosting Your Tax Refund Guide to Short-term vs Long-term Capital Gains Taxes (Brokerage Accounts, etc.) Employee Stock Purchase Plans Non-Qualified Stock Options Capital Gains and Losses Video: What Is the Capital Gains Tax? Are 501C3 Stock Investment Profits Tax-Exempt? Deductions Allowed for Contributions to a Traditional IRA What Is a Schedule B IRS Form? What Is the Savers Credit? 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? 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 What Is Form 6198: At-Risk Limitations Video: Taxes 101: Buying and Selling Stocks
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