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Recent Articles

The Tax Benefits of Your 401(k) Plan
Your contributions to a 401(k) may lower your tax bill and help you build financial security. Read more…

What is a Schedule Q Form?
The Internal Revenue Service (IRS) has two very different forms that go by the name Schedule Q. One of them is for people who participate in certain real estate investments; this is known as a Form 1066 Schedule Q. The other Schedule Q deals with employer benefit plans. It's not something an individual taxpayer would normally have to deal with, though a small business owner might need it. Read more…

What Is IRS Form 5498?
If you made contributions to an IRA in the preceding tax year, you can expect to receive IRS Form 5498. Read more…

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

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…

More Investments and Taxes Articles

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 Tax Time Gains and Losses: Calculating Your Investment Portfolio Results 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 Is There a Dividend Tax? Your Guide to Taxes on Dividends 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 What is Crypto Winter? 4 Crypto Tax Myths You Need to Know Crypto Tax Forms Your Crypto Tax Guide Tax Benefits of Retirement Accounts: Comparing 401(k)s, 403(b)s, and IRAs ETFs vs. Mutual Funds: Understanding Which is Right for You Day Trading Taxes: What New Investors Should Consider IRA Tax Benefits: Taxes on Retirement vs. Non-Retirement Accounts What is Tax Lien Investing? Guide to Investment Bonds and Taxes Understanding Tax Liability for Investments Tax-Smart Investing in a Volatile Market Should Taxes on Stock Influence Your Decision to Buy or Sell? Answers to Common Questions from New Investors on Investor Apps, Accounts, and Tax Forms Foreign Tax Credit and Other Tax Implications of Foreign Investments 5 Situations to Consider Tax-Loss Harvesting Tax Efficiency: ETF vs Mutual Fund Is Tax-Efficient Investing Possible With Acorns, Betterment, Stash, and Robinhood? How to Minimize Taxable Events Do You Pay Taxes on Investments? What You Need to Know Best Investments for Boosting Your Tax Refund Incentive Stock Options Deductions Allowed for Contributions to a Traditional IRA What Is a Schedule B IRS Form? How to Report RSUs or Stock Grants on Your Tax Return What is Form 4972: Tax on Lump-Sum Distributions Non-Qualified Stock Options Capital Gains and Losses Are 501C3 Stock Investment Profits Tax-Exempt? What Is the IRS Form 8880? Running for the (Tax) Shelter What Is IRS Form 5498: IRA Contributions Information? Video: Taxes on Dividends Explained Now Everyone Can Convert to a Roth Reversing a Roth IRA Conversion Video: When to Use IRS Form 8949 for Stock Sales How to Report Stock Options on Your Tax Return Are Losses on a Roth IRA Tax Deductible? What is Form 1099-B: Proceeds from Broker Transactions? Video: Guide to Schedule B: Interest and Dividend Income Tax Tips for Preferred Stock What is Form 4255: Recapture of Investment Credit? Filing Tax Form 1099-INT: Interest Income What is Form 3468: Investment Credit Video: How to Use IRS Form 5498 on a Tax Return Video: How Tax Loss Harvesting Can Offset Gains What Is IRS Form 1099-DIV: Dividends and Distributions? Are Crowdfunding Donations Tax Deductible?

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