Investments & Capital Gains

Foreign Dividend Stocks: Withholding, Foreign Tax Credit, PFIC

What Are Bonus Shares and How Are They Taxed?

Mutual Fund Switch: Capital Gains, Wash Sale, and NIIT Rules

AT&T Dividend: Cut, Spin-Off Cost Basis, and Tax Treatment

What Is a Portfolio Line of Credit: Costs, Risks, and Tax Rules

Long-Term Real Estate Capital Gains Tax: Rates, Recapture, Deferral

Do Second Homes Qualify for the 1031 Exchange Exclusion?

A Portion of These Dividends Is U.S. Government Interest?

Accrued Interest Tax Treatment: OID, Market Discount, and Reporting

Call Warrant: How It Works, Pricing, and Tax Rules