Ready to start your 2021 tax preparation? Keep these five things in mind and refer to this tax checklist as you prepare.
Wash sale tax rules have been recently reported by brokers as wash sale adjustments as part of covered cost-basis reporting. The TD Ameritrade tax team breaks it down.
Learn about the 1099-B, how taxation on options trading works, and how TD Ameritrade clients can use GainsKeeper to help determine cost basis.
An automated tax-loss harvesting service might help you optimize after-tax returns. Learn the rules and strategies, and see an example of tax-loss harvesting in action.
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.
If you have both taxable and tax-advantaged accounts and can choose which securities are held in which accounts, here are some ideas to help you decide where to invest.
Traders have special considerations at tax time, including Schedule D, Form 8949, Section 1256 contracts, and collectibles tax treatment. Here are a few tips for tackling the extra filing.
Tax-loss harvesting available to TD Ameritrade Investment Management, LLC clients with taxable accounts invested in ETF Model portfolios.
Did the wash sale rule trip you up while doing your taxes? Learn two ways to avoid the wash sale rule.
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