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Investments and Taxes Tax Tips

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5 Situations to Consider Tax-Loss Harvesting
In order to reduce the amount you'll owe during tax season, you can explore selling investments that have lost value from what you paid for them. But first, you should understand what this means and whether or not you should be considering it as a strategy. 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…

Tax Efficiency: ETF vs Mutual Fund
Investors often seek diversified portfolios while aiming to keep expenses low, which includes the tax impact of investing. A good combination of these goals comes from examining an ETF vs mutual fund, the two most popular investment vehicles for buying baskets of securities. Read more…

Is Tax-Efficient Investing Possible With Acorns, Betterment, Stash, and Robinhood?
No matter the investment platform, if you recognize gains, receive dividends, or earn investment income from investments, you'll still need to pay your share of taxes. Learn more about the tax treatment you may face with modern investment tools, such as Acorns, Betterment, Robinhood, Stash and more, and whether or not these tools support tax-efficient investing. Read more…

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Investments and Taxes Tax Tips

Recent Articles

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Ready to try TurboTax?

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* Important Offer Details and Disclosures

TURBOTAX ONLINE/MOBILE

TURBOTAX GUARANTEES

TURBOTAX CD/DOWNLOAD

About

About

Online Software Products

Online Software Products

CD/Download Products

CD/Download Products

Mobile Tax Apps

Mobile Tax Apps

Help and Support

Help and Support

Tax Tools and Tips

Tax Tools and Tips

Social

Social

More Products from Intuit

More Products from Intuit

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Built into everything we do.