Investment Taxes

Latest Articles

• 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

  

• No capital gains taxes due for some investors

  Some taxpayers won’t pay any capital gains tax. Find out if you are eligible for this break.

  5 min read May 13, 2015

  

• Reporting your investment earnings

  The reporting requirements can be complicated, but we simplify them for you.

  4 min read Mar 12, 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