Cost Basis
Understand cost basis and any tax implications, so you can manage your tax liability.
8 Things to Know About T+1 Settlement
As of May 28, 2024, settlement cycles on stock trades and other securities go from two days to one. Will that affect your portfolio? Here are eight things to know.
How Noncash Charitable Gifts Can Help Reduce Taxes
Leveraging the appreciation of assets such as real estate or stock to make charitable gifts can help maximize your philanthropic impact and reduce your taxes.
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Save on Taxes: Know Your Cost Basis
What is your cost basis? Whether you're a newbie or seasoned investor, determining your tax cost basis can help you save on taxes. Here's how.
Your Guide to Bond Taxes
Unless you're buying a bond at issue and holding it to maturity, the tax rules for bond proceeds can get complicated pretty quickly.
Form 1099-B: Cost Basis and Options Trading
Learn what cost basis is, where to find it on Form 1099-B, and what option traders might expect with their Form 1099-B.
Understanding the Wash Sale Rule
Not sure if you made any wash sales last year? Watch to learn about wash sales and how to report them.
Beware Taxes on Discounted Munis
Discounted municipal bonds could expose you to unexpected taxes. Here's what to know before you buy.
Selling a Home? Beware Potential Capital Gains Tax
Record-high home prices could mean outsize taxes. Here's how to manage your cost basis to keep your tax liability as low as possible.
Cryptocurrencies and Taxes: What You Should Know
Virtual currencies can result in real tax liabilities.