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Best Investments for Boosting Your Tax Refund
If you're like most taxpayers, you're expecting a tax refund this year. The average refund amount for tax year 2020 was $3,100. If you want to boost your tax refund, consider investing in your retirement or your home before filing your taxes. 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 the IRS Form 8880?
Are you eligible for the Saver's Credit? IRS Form 8880 will help you determine if you are eligible this credit for retirement savings. Here are the details. Read more…

ETFs vs. Mutual Funds: Understanding Which is Right for You
Exchange Traded Funds (ETFs) and mutual funds are collections of individual stocks, bonds, commodities, or other funds – or a combination of these. Read more…

What Is IRS Form 5498: IRA Contributions Information?
Form 5498: IRA Contributions Information reports your IRA contributions to the IRS. Your IRA trustee or issuer - not you - is required to file this form with the IRS by May 31. Read more…

More Investments and Taxes Articles

What Is IRS Form 5498? The Tax Benefits of Your 401(k) Plan What is Form 8960: Net Investment Income Tax Now Everyone Can Convert to a Roth What is IRS Publication 590? Running for the (Tax) Shelter Video: How to Use IRS Form 5498 on a Tax Return Video: Guide to Schedule B: Interest and Dividend Income Video: When to Use IRS Form 8949 for Stock Sales What Is a Schedule B IRS Form? 5 Things You Should Know about Capital Gains Tax What Is the Savers Credit? What Is IRS Form 1099-DIV: Dividends and Distributions? Guide to Schedule D: Capital Gains and Losses Filing Tax Form 1099-INT: Interest Income Foreign Tax Credit and Other Tax Implications of Foreign Investments 5 Situations to Consider Tax-Loss Harvesting Non-Qualified Stock Options Incentive Stock Options Tax Efficiency: ETF vs Mutual Fund Is Tax-Efficient Investing Possible With Acorns, Betterment, Stash, and Robinhood? How to Minimize Taxable Events How to Report Vested Benefits on Your Income Taxes Do You Pay Taxes on Investments? What You Need to Know What is Form 1099-B: Proceeds from Broker Transactions? How to Report Stock Options on Your Tax Return What is a Schedule Q Form? What is Form 4952: Investment Interest Expense Deduction Video: What Is the Capital Gains Tax? What is IRS Form 8824: Like-Kind Exchange What Are Deductible Investment Interest Expenses? What is Form 4972: Tax on Lump-Sum Distributions What is Form 3468: Investment Credit What is IRS Form 8606: Nondeductible IRAs Tax Tips for Preferred Stock Tax Tips for Investors What is Form 4255: Recapture of Investment Credit? What is IRS Form 6252: Installment Sale Income Tax Deductions for Employer Owned Stocks (RSUs/Stock Options/ESPPs) What is Form 6781: Gains and Losses from Section 1256 Contracts and Straddles? Employee Stock Purchase Plans Video: Taxes on Dividends Explained Reversing a Roth IRA Conversion Is There a Dividend Tax? Your Guide to Taxes on Dividends Tax Tips for Bitcoin and Virtual Currency Day Trading Taxes: What New Investors Should Consider IRA Tax Benefits: Taxes on Retirement vs. Non-Retirement Accounts Tax Time Gains and Losses: Calculating Your Investment Portfolio Results Answers to Common Questions from New Investors on Investor Apps, Accounts, and Tax Forms How to Report RSUs or Stock Grants on Your Tax Return 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? A Guide to the Capital Gains Tax Rate: Short-term vs. Long-term Capital Gains Taxes Capital Gains and Losses What Is Form 6198: At-Risk Limitations Tax Tips for Real Estate Investment Trusts Video: Taxes 101: Buying and Selling Stocks Are Losses on a Roth IRA Tax Deductible? Are 501C3 Stock Investment Profits Tax-Exempt?

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