Tax Forms

Tax Deductions: Should I Take the Standard Deduction or Itemize? January 30, 2020 2:00 PM   |  

Tax deductions: standard or itemized? With tax law changes, which decision makes sense for you? Learn more at TD Ameritrade.

3 min read  |  Income Tax
Go Paperless This Tax Season: Electronic Tax Forms from TD Ameritrade January 3, 2020 10:00 AM   |  

Reduce your carbon footprint and clear out your filing cabinet. Going paperless with e-delivery of your tax forms can streamline your tax season.

5 min read  |  Income Tax
Tax Forms 101: Forms You Might Receive, Forms You Might File February 18, 2019 4:00 AM   |  

When tax time rolls around, what tax forms might you receive and what might you need to file? There are hundreds of possible forms depending on your situation, but here are some of the most common.

6 min read  |  Tax Forms
Have a Stress-Free Filing: Use Our 2018 Tax Checklist January 10, 2019 4:00 AM   |  

Ready to start your tax preparation? Keep these five things in mind. And refer to the checklist as you prepare.

5 min read  |  Tax Strategy
Taxable Interest Income: Forms, Exceptions and Other Info December 31, 2018 4:00 AM   |  

Yay! You have interest income but what about the taxes on the interest income? Learn about taxable interest from TD Ameritrade.

3 min read  |  Income Tax
Taxes Not Done? When to Consider & How to File a Tax Extension March 22, 2018 8:00 PM   |  

Still working on your 2017 taxes? TD Ameritrade can help you understand how to file a tax extension, the tax extension deadline, and how long a tax extension is good for.

3 min read  |  Income Tax
Tax Liability in an IRA? Unrelated Business Taxable Income (UBTI) March 21, 2018 8:00 PM   |  

Publicly traded or private partnerships within the IRA can create UBTI or unrelated business taxable income. Learn how to report this information when filing taxes.

2 min read  |  Tax Forms
Taxpayer, Know Thy Deductions: Tax Deductible Basics and Tips March 16, 2018 12:00 AM   |  

Learn what a tax deduction is, what items may be tax-deductible, and more tax basics you can use to potentially reduce your taxes.

5 min read  |  Income Tax
On the Tax Return Starting Block? Here's How to File Your Taxes March 15, 2018 8:00 PM   |  

It's tax season. If this is your first year, you have a lot to learn about how to file your taxes. Learn tips, tricks, and how-to at TD Ameritrade.

3 min read  |  Income Tax
Go Paperless This Tax Season: E-Delivery of Documents February 7, 2018 11:00 PM   |  

Introducing Electronic Delivery Tax Documents at TD Ameritrade. Learn more about your document delivery preferences.

2 min read  |  Web Platform
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
It's Harvest Time: Potentially Grow Your Savings Using DRIP November 28, 2017 11:00 PM   |  

Dividend Reinvestment Plan (DRiP) is the process of automatically reinvesting dividends received into additional whole and fractional shares of the company.

4 min read  |  Web Platform
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
5 Things to Get Ready for Tax Time January 5, 2017 11:00 PM   |  

As the new year begins, it’s time once again to prepare for tax season. Here are five tips to help.

2 min read  |  Income Tax
Trading For a Living: Trader Taxes and Mark-to-Market September 21, 2015 8:00 PM   |  

Trading for a living? Learn the unique tax considerations that impact full-time traders’ bottom lines.

4 min read  |  Income Tax
Ditch the Shoebox: Tax Records You Can Safely Shred April 14, 2015 8:01 PM   |  

The IRS three-year rule generally dictates how long you should curate your tax record clutter. Home-related records are one of the exceptions—plan to keep most of these documents, or an electronic record, as long as you live there.

3 min read  |  Tax Strategy
Be Wary: Tax Time Is Prime Season for Fraud April 1, 2015 5:00 AM   |  

Even savvy investors can’t be too careful. Tax refund fraud is expanding. Here are some tips for protecting yourself and taking quick action if suspicions rise.

2 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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