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.
It’s a good idea to review tax-planning strategies at the end of the year. Some strategies can even help reduce the tax burden or give yourself a larger refund.
Learn the rules, benefits, and limitations around IRA tax deductions. What are the different types of IRAs, and how can you choose the right one for you?
What is tax-loss harvesting, and how can it help your portfolio? Learn more about the rules and strategies, and see an example of tax-loss harvesting in action.
Inherited IRA? Here’s what you need to know about making the most of that money.
The COVID-19 pandemic may have clouded retirees’ views on pursuing their retirement dreams. Some might be rethinking views on gathering in crowds and heading to foreign destinations.
Taxes can be a drag. But they're necessary. And as a trader, there are some things you should know about taxes. Being aware of some important items at the start of the year can help make the process simpler and quicker.
In the past, gridlock in Washington has often been associated with strong outcomes for the stock market. It looks like we’ll have gridlock again in 2021, so which sectors stand to possibly benefit, and is there any potential market downside?
Knowing cost basis can be helpful, especially when it comes to preparing your taxes. Calculating it can be cumbersome, but TD Ameritrade makes the process simple by doing most of the work. Just select the data you want and export it in different formats.
Many people review their investments once a year. But many things can happen over the course of 12 months that might impact your investment portfolio, and this year it's especially important to review your financial situation as the COVID-19 crisis continues to upend markets.
Thinking of buying a home but don't know what to expect from the changes to the tax code standard deduction? See how tax codes can impact purchasing your new home.
Tax incentives are designed to stimulate the economy. See the popular tax deductions and tax credits aimed at education, home buying and retirement savings from TD Ameritrade.
What is a tax refund and how do I get as big a one as possible? Learn the most commonly missed refund tips and tricks from TD Ameritrade.
Got a property but don't want to be a landlord? Here's why you might consider selling the place and rolling the cash into a REIT.
Life has a way of happening, and investors should consider life changes as a time to assess retirement portfolios and long-term goals.
Municipal bonds are exempt from federal taxes, and maybe some state taxes as well. But there are certain tax considerations when investing in munis.
The TD Ameritrade Mobile app now has up to 7 years of tax documents and 10 years of statements available from your iOS or Android device.
Switching jobs and looking to save for retirement? Figuring out how much to save, avoiding high fees, and using tools and calculators can help remove the gues
S&P Dow Jones Indices recently added real estate to its list of sectors. Perhaps it’s time to explore real estate investment trusts (REITs).
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