Clik here to view.
Breaking Down Form 1099-DIV
Investors with taxable accounts have a bigger pile of tax forms to deal with every year. Form 1099-DIV is one form you get when your investments pay out dividends and distributions. If you’re like me,...
View ArticleClik here to view.
Deciphering Form 1099-B
One of the more confusing tax forms for investments is form 1099-B. Tax lingo is part of the cause. It’s like a foreign language at first sight. The tax code, and changes to it, cause the rest. It’s up...
View ArticleClik here to view.
Choose The Right Default Cost Basis Method
Did you know you might be overpaying capital gains tax on investments because of tax rules that went into effect in 2011? Those new rules changed the way we report capital gains and losses on...
View ArticleClik here to view.
2014 Dividend and Capital Gains Tax Rates
Much of the discussion around investing involves managing costs. Taxes need to be part of that talk. Like fees and expenses, dividend and capital gains tax eats away at your returns. Any time your...
View ArticleClik here to view.
Tax Harvesting: How Investing Lowers Taxes
There are only a few ways to get out of paying taxes. Tax evasion is the wrong way to do it. Tax avoidance is the other, legal way around it. My point is, taxes are a cost you can manage and tax...
View Article
