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What is Form 4255: Recapture of Investment Credit?
When is a tax credit not a tax credit? When the IRS takes it back. If you're in the situation where you have to file IRS Form 4255, you might have to pay back a tax credit you've earned in prior years. This process, known as recapture, occurs if you claim a credit—in this case, a credit for a specific type of business investment—and then no longer qualify for that credit. Read more…

Filing Tax Form 1099-INT: Interest Income
If you receive a 1099-INT, the tax form that reports most payments of interest income, you may or may not have to pay income tax on the interest it reports. However, you may still need to include the information from it on your return. Read more…

What is Form 3468: Investment Credit
Governments often use tax laws to encourage, or discourage, certain activities. Want people to do more of something? Offer a tax break for it. The federal tax code includes a variety of tax credits designed to promote different types of investment. Taxpayers claim many of these credits using IRS Form 3468. 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…

Your Cryptocurrency Tax Guide
Is there a cryptocurrency tax? If you've invested in Bitcoin or another form of cryptocurrency, understand how the IRS taxes these types of investments and what constitutes a taxable event. Read more…


More Investments and Taxes Articles

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

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