Investment Taxes
Capital gains are profits made from the sale of real estate, investments and personal property. Get the latest capital gains tax rates and investment tax advice.
Tax Basics
Latest Articles
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Calculating cost basis of inherited property
To begin, find out the fair market value of the home on the two dates when you inherited it.
2 min read Oct 23, 2019 -
Taxes on income from disability policy payout
How you invest the lump-sum payment will determine whether you pay taxes.
2 min read Mar 11, 2022 -
The skinny on IRS cost basis reporting
You can use one of three general options when reporting gains and losses to the IRS.
3 min read Feb 08, 2022 -
Finalizing your 2010 Roth taxes
Did you convert a traditional IRA to a Roth in 2010? You may still owe conversion taxes.
2 min read Oct 22, 2019 -
Are investment fees tax-deductible?
IRA fees are tax-deductible if you use outside assets to pay them.
2 min read Apr 11, 2022 -
Who pays grandkids’ taxes on dividends?
It used to be easy to transfer assets to your grandkids and shift the tax burden to them, too.
2 min read Dec 16, 2021 -
Declaring an investment loss on land
You’ll have to prove your investment intention to the IRS. Here’s what you need to know.
2 min read Dec 16, 2021 -
How the fiscal cliff may affect your taxes
Here’s how the expiration of certain tax provisions could hit your family budget.
4 min read Oct 23, 2019 -
How to day trade your way around taxes
There’s a way to shelter capital gains as a day trader, but it involves making certain tax moves.
2 min read Sep 28, 2021 -
Defer passive activity loss to next year?
If you’re entitled to the $25,000 deduction, you have to claim it regardless of your other income.
2 min read Sep 28, 2021 -
Earnings too high to claim passive losses?
If you earn too much money, rental loss claims against your income may be in jeopardy.
2 min read Oct 23, 2019 -
Sale of inherited stock could be tax help
If you’re left some stock and have to sell it at a loss, you could come out ahead at tax time.
2 min read Oct 22, 2019 -
Sink hefty tax refund into emergency fund?
There are many options for your tax refund. Should you spend it, invest it or squirrel it away?
2 min read Sep 28, 2021 -
Form 1099-B now has cost basis information
New rules require brokers to track investment cost basis for investors on Form 1099-B.
4 min read Jul 16, 2018 -
New rules to report capital gains, losses
Heads up — the IRS will be able to better track gains and losses with the new Form 8949.
2 min read Dec 16, 2021 -
Capital gain tax and nonresident investors
Is it really true nonresidents don’t have to pay taxes on capital gains tax on stocks?
3 min read Nov 17, 2020 -
Figuring taxes on failed installment sale
When a buyer stops paying and a renter trashes her condo, what is this widow to do?
3 min read Dec 15, 2021 -
Pay taxes on savings bonds for college?
When you redeem savings bonds for school, the tax impact depends on who bought them and when.
2 min read Dec 15, 2021 -
Deducting investment interest expense
Your mortgage interest can offset investment income from dividends, interest and capital gains.
2 min read Dec 16, 2021 -
12 tempting tax tips for 2012
No new taxes are planned, but you may want to take advantage of loopholes before they close.
5 min read Mar 15, 2022