Wash sale tax rules have been recently reported by brokers as wash sale adjustments as part of covered cost-basis reporting. The TD Ameritrade tax team breaks it down.
Return on capital and liquidity mean specific things in finance. But they can mean something different to an option trader. Read this options trading terminology guide to find out.
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?
Learn about the 1099-B, how taxation on options trading works, and how TD Ameritrade clients can use GainsKeeper to help determine cost basis.
Taxes can be a drag. But they're necessary. And as a trader, there are some things you should know about taxes. Being aware of some important items at the start of the year can help make the process simpler and quicker.
Knowing cost basis can be helpful, especially when it comes to preparing your taxes. Calculating it can be cumbersome, but TD Ameritrade makes the process simple by doing most of the work. Just select the data you want and export it in different formats.
When used prudently, and with a full understanding of the risks, margin can be used to help diversify holdings and attempt to amplify return on assets. But it’s not for everybody. Margin also creates the potential for greater risk of loss from increased leverage.
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.
How does cost basis reporting impact investor taxes? It depends on the securities and how long positions are held. We explain.
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.
Before you give the gift of securities, understand the gift tax rules from publication 550 & 551 and the cost basis of gifted stock to your loved ones.
Learn the nuances for calculating and reporting your adjusted cost basis for fixed income bonds on your tax return from TD Ameritrade.
Be aware of special tax rules such as gains, losses, and mark-to-market rules for traders and those who invest in certain derivatives.
Tackle the sticker shock of a lofty stock market with an options play. Consider lowering your cost basis by selling puts.
Learn tax reporting requirements—including cost basis—before the stress of tax-filing season hits. More tax-law changes take effect in 2016. Your tax professi
It’s time to run down the changes we will see this tax filing season and what to expect in 2014 and beyond.
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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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