IRS Regulations

A capital loss deduction can offset gains and lower taxes, but important factors must be considered. Let's explore questions about capital losses for taxpayers.

To understand taxes on options trading, it's critical to learn the nuances of options and other derivatives in portfolios. Here are five tax options to consider.

SIMPLE IRAs are a retirement savings option that employers may pick for their workers and themselves. Explore the rules and contribution limits of SIMPLE IRAs.

Learn brokerage account tax-filing rules, including when consolidated 1099s are due and the deadline for the 2021 tax year.

What is tax-loss harvesting, and how can it help your portfolio? Learn more about the rules and strategies, and see an example of tax-loss harvesting in action.

It’s a good idea to review tax-planning strategies at the end of the year. Some strategies can even help reduce the tax burden or give yourself a larger refund.

Net income attributable is the gain or loss in your IRA from an excess contribution. Learn how to calculate earnings on excess Roth IRA contributions.

As new IRS rules on IRA rollover distributions take effect in 2015, it’s important investors understand the implications for taxes and retirement planning.

What's the difference between a 401(k) and a 403(b)? Find out when the 403(b) might work for you.

Tax-loss harvesting available to TD Ameritrade Investment Management, LLC clients with taxable accounts invested in ETF Model portfolios.

There's good news (and bad news) about a new rule on options tax reporting for 2014.

What is the alternative minimum tax and when does it apply? Learn about this special tax situation from TD Ameritrade.

Small businesses set up as pass-through entities might be able to take a 20% tax deduction thanks to the 2018 tax law, but the rules can be complex. Here's a general overview.

Trade for a living? Get info to stay out of trouble with the IRS. Learn about mark-to-market and unique trader taxes that impact full-time traders’ bottom lines.

Be aware of special tax rules, such as gains, losses, and mark-to-market rules for traders and those who invest in certain derivatives.

It’s important to know how tax rules differ in retirement, when your income is typically lower.

Inherited IRA? Here’s what you need to know about making the most of that money.

What is a SEP-IRA? Designed with small businesses in mind, a SEP-IRA may be ideal for small business owners and self employed individuals. From SEP-IRA rules to contributions, TD Ameritrade can help you understand this retirement plan.

Learn about basic capital gains tax on investment rules and tax-loss harvesting strategies to help maximize after-tax returns and potentially reduce the amount you owe.

Tax planning as the year’s end approaches? Traders and investors should know how wash sales, constructive sales, short positions, and Section 1256 contracts could affect taxes.

Tax refund time can seem like a bonanza, but it’s not free money. It’s your money, and you’ve been loaning it, interest free, to Uncle Sam.

Corrected 1099s typically mean there has been an income reallocation. Learn how to file a corrected 1099 from TD Ameritrade.

Learn tips for retirement tax planning.

It’s important to have a retirement plan in place, but if you have to retire early, what sources of income can you rely on?

Yay! You have interest income but what about the taxes on the interest income? Learn about taxable interest from TD Ameritrade.

Learn about the max 401(k) contribution so you can get the biggest bang for your retirement buck.

How can maxing your IRA contributions help you in the coming tax season?

Learn how new tax laws might impact your income, retirement and education savings plans, as well as your family's financial well-being.

What are tax-free muni bonds? Learn the unique benefits and risks of this debt-security investment vehicle.

Asset dislocation—liquidating or selling the assets in your retirement accounts—involves tax planning and budgeting, among other things. Are you ready?

Explore how to know when taking early retirement makes sense, and some of the things you should consider before retiring.

Tax incentives are designed to stimulate the economy. See the popular tax deductions and tax credits aimed at education, home buying and retirement savings from TD Ameritrade.

Learn what a tax deduction is, what items may be tax-deductible, and more tax basics you can use to potentially reduce your taxes.

How are cryptocurrency transactions taxed? How are the IRS and other taxing authorities planning to address Bitcoin taxes?

We love our country but it is still hard to pay that tax bill, learn about tax free investments such as tax free bonds that can help diversify your portfolio and potentially lower your tax burden.

Tax preparation software and online tax filing services may make e-filing your taxes a breeze. Here are some tips on how to e-file taxes smoothly.

Consider getting an early start to estate planning, no matter what your age or financial situation.

Annuities are a retirement vehicle that can ride side-saddle with Social Security income and pensions. But they’re not for everyone.

If you split your time between two residences, proper tax planning should include certainty on your residency status and domicile.

The complex task of preparing taxes is a priority for many people this time of year. Even if you plan to let a pro take on your taxes, it’s a good idea to brush up on the basics.

Unless changes are made in the near future, the U.S. Social Security system may become underfunded, leaving future retiree benefits in doubt. How should you p

Did you know that your unknown, or “left alone,” investments may be in danger of tax consequences? States have some rights (and brokers the obligation) to esc