Wash Sales

Looking for a Stress-Free Tax Filing for 2021? Try Our Tax Checklist April 19, 2023 11:29 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
Tax Considerations for Traders: Form 8949 & Section 1256 Contracts March 21, 2023 11:39 AM   |  

Traders have special considerations around tax time, including Form 8949 and Section 1256 contracts. Here are some instructions for tackling the extra filing.

4 min read  |  Tax Forms
Wash Sales and How to Avoid Them December 15, 2022 2:16 PM   |  

Wash sale tax rules have been recently reported by brokers as wash sale adjustments as part of covered cost-basis reporting. Learn more about the breakdown here.

3 min read  |  Tax Forms
Capital Loss Deduction: Tax Season Basics for Investors August 30, 2022 4:10 PM   |  

A capital loss deduction can offset capital gains and reduce tax liability, although there are important factors to consider. Let's look at some basic questions about capital losses for taxpayers.

5 min read  |  Tax Strategy
Know the Strategies When It Comes to Taxes on Options Trading March 3, 2022 12:04 PM   |  

If options and other derivatives are a part of your portfolio, you should learn about the nuances of taxes on options trading. Here are five tax options to consider when tax planning.

4 min read  |  Tax Strategy
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
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 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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