Tax Forms

Go Paperless: Tax Forms With E-Delivery from TD Ameritrade January 8, 2019 4:00 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
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
No Loose Ends: End-of-Year Tax Planning for Traders and Investors November 13, 2017 11:00 PM   |  

Tax planning as the year end approaches; traders, investors should know how wash sales, constructive sales, closing short positions, etc. could affect taxes.

7 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
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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