Investments and Taxes Tax Tips

Subscribe and receive all Investments and Taxes
tax guides via RSS

Recent Articles

Video: What Is the Capital Gains Tax?
The capital gains tax applies when a person sells a capital asset. Find out about the capital gains tax with help from TurboTax in this video clip. Read more…

Are 501C3 Stock Investment Profits Tax-Exempt?
As long as a 501(c)(3) corporation maintains its eligibility as a tax-exempt organization, it will not have to pay tax on any profits. Read more…

Deductions Allowed for Contributions to a Traditional IRA
The contributions you make to a traditional IRA account may entitle you to a tax deduction each year. 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…

What is IRS Publication 590?
Need more information on Individual Retirement Accounts (IRAs)? IRS Publication 590 covers it all. Read more…


More Investments and Taxes Articles

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 Now Everyone Can Convert to a Roth Guide to Short-term vs Long-term Capital Gains Taxes (Brokerage Accounts, etc.) Are Losses on a Roth IRA Tax Deductible? Employee Stock Purchase Plans Reversing a Roth IRA Conversion Capital Gains and Losses Non-Qualified Stock Options Incentive Stock Options

TurboTax Blog »

Get tax tips and tricks, from quick fixes to long term strategies.

Ready to try TurboTax?

Sign In

Security is built into everything we do
Here's how
* Important Offer Details and Disclosures
  • TURBOTAX ONLINE/MOBILE

  • Try for Free/Pay When You File: TurboTax online and mobile pricing is based on your tax situation and varies by product. Absolute Zero $0 federal (1040EZ/1040A) + $0 state offer only available with TurboTax Federal Free Edition; offer may change or end at any time without notice. Actual prices are determined at the time of print or e-file and are subject to change without notice. Savings and price comparisons based on anticipated price increase expected in March. Special discount offers may not be valid for mobile in-app purchases.
  • QuickBooks Self-Employed Offer with TurboTax Self-Employed: File your 2016 TurboTax Self-Employed return between 4/19/17 and 10/16/17 to receive your complimentary subscription to QuickBooks Self-Employed until 10/31/18. Activation by 12/31/17 required. Sign in to QuickBooks Self-Employed via mobile app or at https://selfemployed.intuit.com/turbotax; e-mail address used for activation and sign-in. Offer valid only for new QuickBooks Self-Employed customers. See QuickBooks.com for price comparison.
    • When you use TurboTax Self-Employed to file your 2017 taxes, you will have the option to renew your QuickBooks Self-Employed subscription. If you do not purchase TurboTax Self-Employed by 10/15/18, you will have the option of renewing your QuickBooks Self-Employed subscription by 10/31/18 for another year at the then-current annual subscription rate. You may cancel your subscription at any time from within the QuickBooks Self-Employed billing section.
  • Pays for itself (TurboTax Self-Employed): Estimates based on deductible business expenses calculated at the self-employment tax income rate (15%) for tax year 2016. Actual results will vary based on your tax situation.
  • Anytime, anywhere: Internet access required; standard message and data rates apply to download and use mobile app.
  • Fastest refund possible: Fastest tax refund with e-file and direct deposit; tax refund time frames will vary.
  • Pay for TurboTax out of your federal refund: $X.XX Refund Processing Service fee applies to this payment method. Prices are subject to change without notice.
  • TurboTax Expert Help, Tax Advice and SmartLook: Included with Deluxe, Premier and Self-Employed (via phone or on-screen); not included with Federal Free Edition (but available for purchase with the Plus bundle). SmartLook on-screen help is available on a PC, laptop or the TurboTax mobile app. TurboTax experts provide general advice, customer service and product help; tax advice provided only by credentialed CPAs, enrolled agents and tax attorneys. Feature availability varies by device. State tax advice is free. Service, area of expertise, experience levels, hours of operation and availability vary, and are subject to restriction and change without notice.
  • Tax Return Access, My Docs and My Analysis & Advice features: Access to all tax-related documents we have on file for you is available until you file your 2017 tax return or through 10/31/2018, whichever comes first. Terms and conditions may vary and are subject to change without notice.
  • #1 best-selling tax software: Based on aggregated sales data for all tax year 2015 TurboTax products.
  • Most Popular: TurboTax Deluxe is our most popular product among TurboTax Online users with more complex tax situations.
  • CompleteCheck: Covered under the TurboTax accurate calculations and maximum refund guarantees.
  • #1 rated online tax prep provider: Based on independent comparison of the best online tax software by TopTenReviews.com March 13, 2017.
  • TURBOTAX CD/DOWNLOAD SOFTWARE

  • TurboTax CD/Download products: Price includes tax preparation and printing of federal tax returns and free federal e-file of up to 5 federal tax returns. Additional fees apply for e-filing state returns. E-file fees do not apply to New York state returns. Savings and price comparison based on anticipated price increase expected in March. Prices subject to change without notice.
  • Fastest refund possible: Fastest tax refund with e-file and direct deposit; tax refund time frames will vary.
  • Pay for TurboTax out of your federal refund: $X.XX Refund Processing Service fee applies to this payment method. Prices are subject to change without notice. This benefit is available with TurboTax Federal products except TurboTax Business.
  • About our TurboTax Product Experts: Customer service and product support vary by time of year.
  • About our credentialed tax experts: Live tax advice via phone is included with Premier and Home & Business; fees apply for Basic and Deluxe customers. State tax advice is free. Service, experience levels, hours of operation and availability vary, and are subject to restriction and change without notice. Not available for TurboTax Business customers.
  • #1 best-selling tax software: Based on aggregated sales data for all tax year 2016 TurboTax products.
  • Data Import: Imports financial data from participating companies; may require a free Intuit online account. Quicken and QuickBooks import not available with TurboTax installed on a Mac. Imports from Quicken (2016 and higher) and QuickBooks Desktop (2012 and higher); both Windows only. Quicken import not available for TurboTax Business. Quicken products provided by Quicken Inc., Quicken import subject to change.