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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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 -
You can pay asset management fees from your IRA or with other assets
You won’t owe taxes if you pay fees from your IRA. In fact, there may be other tax breaks.
2 min read Oct 13, 2015 -
What if you don’t file the FBAR on time? What are the FBAR penalties?
If you have a foreign bank account, the IRS gives you a short time to file the FBAR.
2 min read Jun 16, 2015 -
Writing off a worthless stock
Did one of your investments totally tank? It may become valuable as a tax break.
2 min read Mar 11, 2015 -
Tax on master limited partnership in an IRA?
Whether you must pay tax on the conversion of master limited partnership shares in an IRA depends.
2 min read Dec 16, 2014 -
Stock splits and capital gains taxes
First you need to figure out your adjusted cost basis after a stock split. Here’s how to do it.
3 min read Dec 09, 2014 -
Calculating cost basis of inherited property
To begin, find out the fair market value of the home on the two dates when you inherited it.
2 min read Nov 11, 2014 -
Taxes on income from disability policy payout
How you invest the lump-sum payment will determine whether you pay taxes.
2 min read Sep 04, 2014 -
The skinny on IRS cost basis reporting
You can use one of three general options when reporting gains and losses to the IRS.
3 min read Aug 28, 2014 -
Finalizing your 2010 Roth taxes
Did you convert a traditional IRA to a Roth in 2010? You may still owe conversion taxes.
2 min read Mar 26, 2013 -
Are investment fees tax-deductible?
IRA fees are tax-deductible if you use outside assets to pay them.
2 min read Feb 12, 2013 -
Who pays grandkids’ taxes on dividends?
It used to be easy to transfer assets to your grandkids and shift the tax burden to them, too.
2 min read Feb 07, 2013 -
Declaring an investment loss on land
You’ll have to prove your investment intention to the IRS. Here’s what you need to know.
2 min read Dec 04, 2012 -
How the fiscal cliff may affect your taxes
Here’s how the expiration of certain tax provisions could hit your family budget.
4 min read Nov 16, 2012 -
How to day trade your way around taxes
There’s a way to shelter capital gains as a day trader, but it involves making certain tax moves.
2 min read Sep 11, 2012 -
Defer passive activity loss to next year?
If you’re entitled to the $25,000 deduction, you have to claim it regardless of your other income.
2 min read May 03, 2012 -
Earnings too high to claim passive losses?
If you earn too much money, rental loss claims against your income may be in jeopardy.
2 min read Apr 05, 2012 -
Sale of inherited stock could be tax help
If you’re left some stock and have to sell it at a loss, you could come out ahead at tax time.
2 min read Mar 14, 2012 -
Sink hefty tax refund into emergency fund?
There are many options for your tax refund. Should you spend it, invest it or squirrel it away?
2 min read Mar 05, 2012 -
Form 1099-B now has cost basis information
New rules require brokers to track investment cost basis for investors on Form 1099-B.
4 min read Feb 27, 2012