Investments & Capital Gains

Parent-Owned Taxable Brokerage: Kiddie Tax, NIIT, and Form 8615

Cost Basis of Gifted Stock: Rules, Holding Period, and Reporting

What Is a Quarterly Option? Expiration, Assignment, and Taxes

Can You Do a 1031 Exchange on an Annuity?

Cash in Lieu of Fractional Shares: Basis, 1099-B, and Form 8949

GE Vernova Spin-Off Cost Basis: The 79.74/20.26 Allocation

IRC 1259 Constructive Sale: Triggers, Tax Impact, and Safe Harbor

What Is a Term Bond? Definition, Risks, and Tax Rules

How to Report Worthless Stock on a Tax Return: Form 8949, Section 1244

What Is a 1033 Exchange? Deadlines, Replacement Property, and Election