Investment Taxes
Capital gains are profits made from the sale of real estate, investments and personal property. Get the latest capital gains tax rates and investment tax advice.
Tax Basics
Latest Articles
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Cryptocurrency taxes: A guide to tax rules for Bitcoin, Ethereum and more
The IRS is stepping up enforcement on potential tax evasion by looking more closely at who’s exchanging cryptocurrencies.
6 min read Apr 19, 2023 -
Need to report cryptocurrency on your taxes? Here’s how to use Form 8949 to do it
Here’s what to know about declaring your capital gains and losses when using Form 8949.
5 min read Apr 06, 2023 -
7 top tax tips for investors
Pay particular attention to these areas and you may find some new ways to save on what you owe.
5 min read Apr 06, 2023 -
Wash-sale rule: What to avoid when selling your investments for a tax loss
Here’s what a wash sale is and how to easily avoid it while securing your tax write-off.
5 min read Mar 27, 2023 -
Donor-advised funds: A popular tax-advantaged way to give to charity
Here’s how a donor-advised fund works and why it may be an attractive option for the wealthy.
4 min read Oct 05, 2022 -
How are mutual funds taxed?
Mutual fund taxes can be complicated. Here’s what you need to know.
3 min read Aug 04, 2022 -
NFT tax guide: 6 top tips for non-fungible token creators and investors
Here are six things that those involved in creating and trading NFTs need to know.
5 min read Apr 11, 2022 -
5 tax deductions for rental property
You can claim a range of tax deductions related to the running of the property itself and even to running a business.
3 min read Nov 04, 2021 -
3 ways Biden’s American Families Plans could change your taxes
The proposal includes changes to long-term capital gains and more.
5 min read Apr 29, 2021 -
Reduce your taxes with these last-minute moves before the end of the year
Take heed, taxpayers. Time is running out on these moves.
5 min read Dec 28, 2019 -
How to avoid running afoul of the wash-sale rule when you buy and sell stocks or funds
If you sold stock to take a capital loss for tax purposes, don’t buy it back too soon.
4 min read Feb 13, 2017 -
Get a break now from the IRS for saving for retirement
For lower-income filers, money put away for retirement could cut today’s tax bill.
4 min read Mar 31, 2016 -
Some taxpayers face a deadline to make IRA withdrawal
No fooling: The IRS says some older taxpayers must withdraw a bit of IRA money by April 1.
5 min read Mar 23, 2016 -
Beneficiary’s tax responsibility for Series EE Savings Bonds
Beneficiaries will owe tax when the bond is redeemed, but students may get a break.
2 min read Mar 08, 2016 -
5 ways to reduce taxes in retirement
Worried about retirement income? Follow these 5 strategies to lessen tax liability.
4 min read Feb 12, 2016 -
Capital gains tax loophole on rental property?
You’ll have to pay capital gains on the sale of your rental property. Here’s why.
3 min read Feb 02, 2016 -
How much tax will I owe on a closed investment account?
The tax bill depends on how your investments have performed. Here’s how to calculate it.
3 min read Dec 22, 2015 -
Capital losses can help cut your tax bill
Taking a loss can pay off at tax-filing time, as long as you sell by the end of the tax year.
4 min read Dec 16, 2015 -
Paid taxes on inherited IRA distribution, but hit up by IRS audit for more?
Compare the numbers on your 1040 with those sent by the IRS to find the problem.
3 min read Nov 24, 2015 -
What’s the limit on cash gifts from a nonresident alien?
You can each receive up to $100,000, but be sure to follow all the reporting rules.
3 min read Nov 17, 2015