Investments & Capital Gains

UTMA Account Tax Reporting: Forms 8615 and 8814, Kiddie Tax

How Is Withdrawing From a Brokerage Account Taxed?

Can I Buy Multiple Properties in a 1031 Exchange?

How Derivative Income Is Taxed: Section 1256, Forms, and Surtax

REIT Distribution Rules: 90% Payout, Taxes, and Penalties

What Is Capital Recapture? Sections 1245, 1250, and NIIT Impact

Stock Swap Taxation: Deferral Rules, Boot, and the 3.8% Surtax

Section 453B: Gain or Loss on Installment Obligations

How Stock Grants Are Taxed: RSUs, RSAs, and the 83(b) Election

What Is a Commodity Fund? Structures, Exposure, and Taxes