Wash Sales

Tax-Filing Myth Buster: When 1099s Are Due for Brokerage Accounts December 24, 2020 10:15 AM   |  

Learn brokerage account tax-filing rules, including when consolidated 1099s are due and the deadline for the 2020 tax year.

2 min read  |  Tax Forms
What Is Tax-Loss Harvesting? November 13, 2020 10:30 AM   |  

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.

6 min read  |  Tax Strategy
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
What’s a Capital Loss & How to Report It? Basics for Investors March 20, 2019 4:00 AM   |  

Most investors are familiar with capital gains, but what about the other side of the coin—capital losses? Here’s what investors should know about long- and short-term capital gains and losses, potential tax consequences, and wash sales.

5 min read  |  Tax Strategy
Tax-Efficient Investing: Ease Uncle Sam’s Bite March 11, 2019 4:00 AM   |  

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.

5 min read  |  Tax Strategy
Tax Tips for Traders: Form 8949 & Section 1256 Contracts December 21, 2018 4:00 AM   |  

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.

4 min read  |  Tax Forms
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
New Tax Time Strategy: Tax-Loss Harvesting November 7, 2017 11:00 PM   |  

Tax-loss harvesting available to TD Ameritrade Investment Management, LLC clients with taxable accounts invested in ETF Model portfolios.

4 min read  |  Tax Strategy
Tax Time: Down and Dirty with the Wash Sale Rule April 14, 2016 12:01 AM   |  

Did the wash sale rule trip you up while doing your taxes? Learn two ways to avoid the wash sale rule.

3 min read  |  Tax Strategy
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