Investments & Capital Gains

Is Portfolio Line of Credit Interest Tax Deductible?

How to Report a 1031 Exchange on Your Tax Return: Form 8824

Employee Investment in Private Equity Funds: Co-Invest, Carry, and Tax

Forfeit Shares: 83(b), Clawbacks, and Section 1341 Relief

How Bond Accretion Is Taxed: OID and Market Discount

How Collectible Investments Are Taxed by the IRS

Is Form 8949 Required? When to File or Skip It

What Does Exit Mean in Venture Capital: Types, Payouts, and Taxes

What Is the Cost Basis of an Annuity? Withdrawals, 1035s, Inheritance

Do I Pay Taxes Based on Settlement or Trade Date?