Investments & Capital Gains

Section 1202 Gain Exclusion: QSBS Qualification, Cap, and Rollover

ADR Conversion to Ordinary Shares: Fees, Taxes, and FBAR Reporting

Form 8949 Attachment: Format, Filing, and Recordkeeping

Capital Gains Tax on Gifted Property: Basis, Rate, and Reporting

Bond Discount vs. Premium: OID, Market Discount, and Amortization

RIC Foreign Tax Credit: Form 1116, Holding Period, and Carryovers

Franked and Unfranked Dividends: How They’re Taxed

How to Report a 1035 Exchange on Form 1040: 1099-R and Partial Exchanges

Do Bond Funds Pay Dividends and How Are They Taxed?

Dividend in Lieu: Lost Qualified Status, NIIT, and Reporting