Income Tax

Wash Sale Rules: Confusing Investors for 100 Years. But Not You. Not This Year. October 20, 2020 10:30 AM   |  

Wash sale tax rules have been around since the 1920s, but in recent years, brokers began reporting wash-sale adjustments as part of covered cost basis reporting. The TD Ameritrade tax team breaks it down.

3 min read  |  Tax Forms
Wash Sales and Other Loose Ends: End-of-Year Tax Planning for Traders and Investors September 24, 2020 10:30 AM   |  

Tax planning as the year’s end approaches? Traders and investors should know how wash sales, constructive sales, short positions, and Section 1256 contracts could affect taxes.

7 min read  |  Tax Strategy
Get the Lowdown: How to Handle a Corrected 1099 January 10, 2020 10:00 AM   |  

Corrected 1099s typically mean there has been an income reallocation. Learn how to file a corrected 1099 from TD Ameritrade.

2 min read  |  Tax Forms
Don't Get Blindsided: The Importance of Tax Return Estimators January 28, 2019 4:00 AM   |  

Learn how to forecast your potential tax bill or refund with a tax estimator.

5 min read  |  Income Tax
Income Tax: A Slice for Uncle Sam January 24, 2019 4:00 AM   |  

Income tax may be something most of us take for granted. But how does it work?

5 min read  |  Income Tax
New Tax Laws: What They Mean for Investors November 9, 2018 4:00 AM   |  

Learn how new tax laws might impact your income, retirement and education savings plans, as well as your family's financial well-being.

5 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
Attention Snowbirds: Don't Get Hit With Unexpected Tax Bills March 15, 2017 12:00 AM   |  

If you split your time between two residences, proper tax planning should include certainty on your residency status and domicile.

4 min read  |  Retirement Lifestyle
Getting Ready to Retire? Know The Tax Implications April 28, 2016 7:00 AM   |  

It’s important to know how tax rules differ in retirement, when your income is typically lower.

3 min read  |  Tax Strategy
New Year’s Resolution: Get Up to Speed on New IRA Rollover Rule December 1, 2014 7:00 PM   |  

As new IRS rules on IRA rollover distributions take effect in 2015, it’s important investors understand the implications for taxes and retirement planning.

5 min read  |  IRA & 401k Plans
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