Income Tax

Income Tax: A Slice for Uncle Sam April 19, 2023 12:09 PM   |  

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

5 min read  |  Income Tax
Don't Get Blindsided: The Importance of Tax Return Estimators April 19, 2023 11:21 AM   |  

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

5 min read  |  Income Tax
Is the 1040-SR Tax Form Right for You? If You’re a Senior, It Could Be January 31, 2023 10:09 AM   |  

What is the 1040-SR form? If you're going to be 65 or older at the start of 2023, you can file your taxes with this form. Here's everything you need to know.

5 min read  |  Income Tax
Wash Sales and How to Avoid Them December 15, 2022 2:16 PM   |  

Wash sale tax rules have been recently reported by brokers as wash sale adjustments as part of covered cost-basis reporting. Learn more about the breakdown here.

3 min read  |  Tax Forms
Traders and Taxes: Special Tax Treatment for Special Situations December 12, 2022 11:18 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.

6 min read  |  Income Tax
Getting Ready to Retire? Know the Tax Implications November 9, 2022 10:57 AM   |  

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

3 min read  |  Tax Strategy
Tax Filing and Extension for 2021: What You Need to Know April 1, 2021 3:11 PM   |  

The IRS has extended the 2021 tax filing deadline to May 17 for most taxpayers. But there's an additional tax extension until June 15 for those impacted by winter storms in some states.

4 min read  |  Income Tax
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
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
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

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