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.
Traders have special considerations around tax time, including Form 8949 and Section 1256 contracts. Here are some instructions for tackling the extra filing.
There are dividend tax terms to be aware of when you receive your 1099-DIV form in February. Learn the differences between ordinary versus qualified dividends here.
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 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.
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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