Wash Sales

Looking for a Stress-Free Tax Filing for 2021? Try Our Tax Checklist December 14, 2021 10:30 AM   |  

Ready to start your 2021 tax preparation? Keep these five things in mind and refer to this tax checklist as you prepare.

5 min read  |  Tax Strategy
Wash Sale Rules: Confusing Investors for 100 Years. But Not You. Not This Year. November 24, 2021 10:30 AM   |  

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.

3 min read  |  Tax Forms
Covered & Non-Covered Basis? Options Trading Tax Info? Your 1099-B Questions Answered January 6, 2021 10:15 AM   |  

Learn about the 1099-B, how taxation on options trading works, and how TD Ameritrade clients can use GainsKeeper to help determine cost basis.

4 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
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
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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