Wash Sales

Tax-Filing Myth Buster: When 1099s Are Due for Brokerage Accounts December 28, 2018 4:00 AM   |  

Learn brokerage account tax filing rules, including when consolidated 1099s are due, and the deadline for the tax year 2018.

2 min read  |  Tax Forms
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
Form 1099-B: Get Covered with the Basics of Non-Covered Basis March 7, 2018 11:00 PM   |  

Non-covered cost basis is the cost basis for securities purchased prior to January 1, 2011. What does this mean for you? Learn more at TD Ameritrade.

2 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
Tax-Loss Harvesting: Reaping What You Sow With Tax Efficiency December 25, 2017 11:00 PM   |  

Learn how an automated tax-loss harvesting service might help you optimize after-tax returns.

6 min read  |  Tax Strategy
Wash Sale Tax Rules November 27, 2017 7:00 PM   |  

What is a wash sale anyway. Wash sale rules have been confusing investors since the 1920's, learn wash sale tax rules from TD Ameritrade.

3 min read  |  Tax Forms
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
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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