Cost Basis

Wash Sale Rules: Confusing Investors for 100 Years. But Not You. Not This Year. November 24, 2021 10:30 AM   |  

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.

3 min read  |  Tax Forms
Want to Speak the Language of Option Traders? Here’s an Options Trading Terminology Guide March 16, 2021 10:30 AM   |  

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.

7 min read  |  Options Trading Basics
What Are Qualified Dividends and Ordinary Dividends? Understanding the 1099-DIV January 11, 2021 10:30 AM   |  

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?

5 min read  |  Tax Forms
Covered & Non-Covered Basis? Options Trading Tax Info? Your 1099-B Questions Answered January 6, 2021 10:15 AM   |  

Learn about the 1099-B, how taxation on options trading works, and how TD Ameritrade clients can use GainsKeeper to help determine cost basis.

4 min read  |  Tax Forms
Taxes: The Business of Running Your Trading Business January 4, 2021 10:30 AM   |  

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.

5 min read  |  thinkMoney Magazine
Cost Basis: Capital Gains, Losses, and Mythical Beings September 30, 2020 10:30 AM   |  

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.

3 min read  |  Web Platform
The Double-Edged Sword of Margin: Know the Right Way & the Wrong Way September 12, 2019 10:15 AM   |  

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.

5 min read  |  Margin
Tax Tips for Traders: Form 8949 & Section 1256 Contracts December 21, 2018 4:00 AM   |  

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.

4 min read  |  Tax Forms
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
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
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
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
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