Cost Basis

Cost Basis Reporting for Taxes: 1099-B Reporting Requirements March 21, 2018 8:00 PM   |  

How does cost basis reporting impact investor taxes? It depends on the securities and how long positions are held. We explain.

4 min read  |  Tax Forms
How Are Gains or Losses on Cryptocurrencies Taxed? March 8, 2018 9:00 AM   |  

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

4 min read  |  Tax Strategy
Form 1099-B: Get Covered with the Basics of Non-Covered Basis March 7, 2018 11:00 PM   |  

Non-covered cost basis is the cost basis for securities purchased prior to January 1, 2011. What does this mean for you? Learn more at TD Ameritrade.

2 min read  |  Tax Forms
How Tax-Free Investments May Benefit You, Your Kids, Charities February 11, 2018 11:00 PM   |  

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.

4 min read  |  Tax Strategy
Derivatives with Tax Benefits: Five Tax Options for Traders February 5, 2018 7:00 PM   |  

If options and other derivatives are a part of your portfolio, you should learn about the nuances of taxes on options trading, from the Ticker Tape by TD Ameritrade.

4 min read  |  Tax Strategy
Cost Basis: Noncovered & Covered Securities Tax Implications January 17, 2018 7:00 PM   |  

Learn about cost basis reporting changes and tax implications for covered securities and noncovered securities, and how capital gain tax works for each.

3 min read  |  Tax Strategy
Gift Tax Rules Simplified - Cost Basis of Gifted Stock December 14, 2017 7:00 PM   |  

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.

4 min read  |  Tax Strategy
Bonds, Fixed Income Securities and Your Adjusted Cost Basis December 10, 2017 7:00 PM   |  

Learn the nuances for calculating and reporting your adjusted cost basis for fixed income bonds on your tax return from TD Ameritrade.

9 min read  |  Tax Strategy
Traders and Taxes: Special Tax Treatment for Special Situations March 28, 2017 12:00 AM   |  

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

5 min read  |  Income Tax
Cost Basis: Gains, Losses and Mythical Beings January 26, 2017 11:00 PM   |  

Computing your taxable gains and loss hinges on adjusted cost basis and holding periods. Cost basis values shouldn’t be so difficult to calculate.

3 min read  |  Web Platform
Feeling Stock Market Sticker Shock? Options Might Help June 24, 2015 8:00 PM   |  

Tackle the sticker shock of a lofty stock market with an options play. Consider lowering your cost basis by selling puts.

4 min read  |  Options Trading Basics
Tax Off-Season: Changing Cost Basis Reporting Requirements June 23, 2015 8:00 PM   |  

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

3 min read  |  Tax Strategy
Cost Basis: Covered Securities and Tax Implications Explained January 12, 2014 9:14 PM   |  

It’s time to run down the changes we will see this tax filing season and what to expect in 2014 and beyond.

2 min read  |  Tax Forms
The Option Trader Decoder Ring: Volatility & Other Trading Jargon January 1, 2013 4:27 PM   |  

Do a little research and you’ll see that everyone from photographers to garbage men speak in code. The market and traders aren’t any different...

7 min read  |  Options Trading Basics
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