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What is Form 8960: Net Investment Income Tax
If you earn income from any of your investments this year, you may have to pay the net investment income tax, in addition to the regular income taxes you owe. You won't know for sure until you fill out Form 8960 to calculate your total net investment income. But before you sit down with the form, you may want to consider whether your income and filing status requires it. Read more…

Are Losses on a Roth IRA Tax Deductible?
When the value of your investments in a Roth IRA (Roth Individual Retirement Account) decreases, you might wonder if there is a way to write off those losses on your federal income tax return. Find out what tax deductions you can and can't take when it comes to your Roth IRA. 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…

What is Tax Lien Investing?
If you're a new investor, it pays to explore all of your options. Learn how investing in a tax lien works, how this process is carried out, and what kind of returns it might provide. Read more…

Tax Benefits of Retirement Accounts: Comparing 401(k)s, 403(b)s, and IRAs
You know having a retirement account can help you plan for financial security later in life. But do you know how each of the various types of accounts affects your taxes? Learn the tax benefits of different retirement accounts and how each type impacts your taxes. Read more…


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IRA Tax Benefits: Taxes on Retirement vs. Non-Retirement Accounts Day Trading Taxes: What New Investors Should Consider Tax Time Gains and Losses: Calculating Your Investment Portfolio Results Guide to Schedule D: Capital Gains and Losses What is IRS Form 8824: Like-Kind Exchange Non-Qualified Stock Options Video: How to Use IRS Form 5498 on a Tax Return A Guide to the Capital Gains Tax Rate: Short-term vs. Long-term Capital Gains Taxes Is There a Dividend Tax? Your Guide to Taxes on Dividends ETFs vs. Mutual Funds: Understanding Which is Right for You Guide to Investment Bonds and Taxes Understanding Tax Liability for Investments 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? Your Cryptocurrency Tax Guide Tax-Smart Investing in a Volatile Market How to Report RSUs or Stock Grants on Your Tax Return What is Form 4972: Tax on Lump-Sum Distributions Capital Gains and Losses What Is the Savers Credit? 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 What Is IRS Form 1099-DIV: Dividends and Distributions? Reversing a Roth IRA Conversion Video: When to Use IRS Form 8949 for Stock Sales How to Report Stock Options on Your Tax Return 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 The Tax Benefits of Your 401(k) Plan What is a Schedule Q Form? What Is IRS Form 5498? Employee Stock Purchase Plans Video: What Is the Capital Gains Tax? What is IRS Publication 590? What Are Deductible Investment Interest Expenses? 5 Things You Should Know about Capital Gains Tax Tax Tips for Investors 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 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

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