Dayton Lowrey, Specialist, Government Reporting Solution, has worked for TD Ameritrade since 2011. He helps ensure accuracy of tax reporting and compliance with several regulatory authorities, as well as other tax-related functions that pertain to trading stocks. He holds his Series 7, 63, and 24 securities licenses.
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.
Dividend income is a distribution of earnings paid to shareholders and is subject to its own dividend income tax rate. But some are “ordinary” while other dividends are “qualified.” What’s the difference?
Tax credits can help reduce your tax burden and let you keep more of your money.
Most investors are familiar with capital gains, but what about the other side of the coin—capital losses? Here’s what investors should know about long- and short-term capital gains and losses, potential tax consequences, and wash sales.
Yay! You have interest income but what about the taxes on the interest income? Learn about taxable interest from TD Ameritrade.
Traders have special considerations at tax time, including Schedule D, Form 8949, Section 1256 contracts, and collectibles tax treatment. Here are a few tips for tackling the extra filing.
As the year ends, it’s time to get your financial footing in place for 2018 taxes and 2019 investment and savings goals.
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Content intended for educational/informational purposes only. Not investment advice, or a recommendation of any security, strategy, or account type.
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