Investments & Capital Gains

Repurchase Options: Triggers, Pricing, and 83(b) Tax Traps

Clean Renewable Energy Bonds: Credit, Eligibility, and Direct Pay

Cashless Exercise of Warrants: Formula, Tax, and Cost Basis

How Pipeline MLPs Are Taxed: K-1s, Basis, and Sale Recapture

IRS Precious Metals Reporting: 1099-B, Form 8300, and Taxes

Do You Have to Report Stock Market Losses on Taxes?

Broad-Based Index: Weighting, Examples, and Tax Treatment

Cash Liquidation Distribution: Basis, Gain, and Reporting

Are Dividends Paid on Treasury Stock? No — Here’s Where the Money Goes

How to Report 1099-B on Your Tax Return: Form 8949 and Schedule D