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Recent Articles

Employee Stock Purchase Plans
Get information about how your employee stock purchase plan can impact your taxes. Read more…

Non-Qualified Stock Options
Exercising options to buy company stock at below-market price triggers a tax bill. How much tax you pay when you sell the stock depends on when you sell it. 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…

Capital Gains and Losses
What is a capital asset, and how much tax do you have to pay when you sell one at a profit? Find out how to report your capital gains and losses on your tax return with these tips from TurboTax. 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…


More Investments and Taxes Articles

Reversing a Roth IRA Conversion Are Losses on a Roth IRA Tax Deductible? 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 IRS Publication 590? What Is a Schedule B IRS Form? What Is the IRS Form 8880? What Is the Savers Credit? Running for the (Tax) Shelter Guide to Taxes on Dividends Filing Tax Form 1099-INT: Interest Income Video: How to Use IRS Form 5498 on a Tax Return Video: Taxes on Dividends Explained Guide to Schedule D: Capital Gains and Losses What Is IRS Form 1099-DIV: Dividends and Distributions? What Is IRS Form 5498: IRA Contributions Information? 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 Tax Tips for Investors What Are Deductible Investment Interest Expenses? What is Form 8960: Net Investment Income Tax 5 Things You Should Know about Capital Gains 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 1099-B: Proceeds from Broker Transactions? What is Form 3468: Investment Credit What is Form 6781: Gains and Losses from Section 1256 Contracts and Straddles? Tax Tips for Preferred Stock Tax Tips for Real Estate Investment Trusts 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 Best Investments for Boosting Your Tax Refund How to Report Stock Options on Your Tax Return Guide to Short-term vs Long-term Capital Gains Taxes (Brokerage Accounts, etc.)

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