Investments and Taxes Tax Tips
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Recent Articles
What Is the Savers Credit?
The Savers Credit gives a special tax break to low- and moderate-income taxpayers who are saving for retirement. 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, 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…
More Investments and Taxes Articles
What Is a Schedule B IRS Form?
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
How to Report RSUs or Stock Grants on Your Tax Return
What Are Deductible Investment Interest Expenses?
What is Form 4972: Tax on Lump-Sum Distributions
What is Form 4952: Investment Interest Expense Deduction
Non-Qualified Stock Options
The Tax Benefits of Your 401(k) Plan
Employee Stock Purchase Plans
Best Investments for Boosting Your Tax Refund
What Is Form 6198: At-Risk Limitations
Guide to Short-term vs Long-term Capital Gains Taxes (Brokerage Accounts, etc.)
What is IRS Form 8606: Nondeductible IRAs
Capital Gains and Losses
Are 501C3 Stock Investment Profits Tax-Exempt?
What is IRS Form 8824: Like-Kind Exchange
Video: What Is the Capital Gains Tax?
Tax Tips for Preferred Stock
What is a Schedule Q Form?
Video: How to Use IRS Form 5498 on a Tax Return
What is Form 4255: Recapture of Investment Credit?
What Is IRS Form 5498: IRA Contributions Information?
What is IRS Publication 590?
What Is the IRS Form 8880?
What is Form 1099-B: Proceeds from Broker Transactions?
Incentive Stock Options
What is IRS Form 6252: Installment Sale Income
What is Form 6781: Gains and Losses from Section 1256 Contracts and Straddles?
Are Losses on a Roth IRA Tax Deductible?
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