Investments & Capital Gains

IRC 1271: Sale or Retirement of Debt Instruments Explained

US Dividend Tax Rates: Qualified, Ordinary, and the 3.8% NIIT

What Are Realized Gains and How Are They Taxed?

If an Option Expires Worthless, Is It a Capital Loss?

1099-INT Minimum: $10 Threshold, Exceptions, and Missing Forms

How to Report Carried Interest on Your Tax Return

What Is a Deferred Sales Trust and How Does It Work?

What Is Return of Capital and How Is It Taxed?

Combined Tax Statement for Forms 1099: Interest, Dividends, and 1099-B

Tender Offer Tax Treatment: Section 302 Tests and NIIT