Income Tax

2020 Tax Brackets and Tax Deductions: Silver Linings from COVID-19 Hardships February 1, 2021 10:45 AM   |  

Two COVID-19 stimulus bills plus new tax deductions make the 2020 tax year different. Understand these changes and how they impact your income tax before you file.

5 min read  |  Income Tax
Is the 1040-SR Tax Form Right for You? If You’re a Senior, It Could Be December 4, 2020 10:30 AM   |  

If you’re going to be 65 at the start of 2021, you’ll be able to file your taxes with Form 1040-SR. Here are some reasons this form might be a good choice for you.

5 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
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
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