Investments & Capital Gains

How Much Interest Do You Need to Report on Taxes?

What Happens When a Failed 1031 Exchange Straddles Two Years?

Investing in MLPs: K-1 Filing, State Taxes, and Sale Rules

Asset Yield: Formulas by Asset Class, Traps, and Taxes

What Is Mutual Fund Yield? SEC Yield, Expenses, and Taxes

Line 2b of Form 1040: Inclusions, Adjustments, and Schedule B

Taxation of Non-Compensatory Warrants: Basis, Exercise, and OID

Bond Premium Amortization: Election, Reporting, and Basis

Nontaxable Distribution: Retirement, HSA, and Return of Capital

Level 3 Market Data: Users, Costs, and Compliance