Investments & Capital Gains

What Category Do Dividend Payments Belong To?

1099-DIV Box 3 Nondividend Distributions: Basis and Reporting

Primary Residence Capital Gains Tax: Exclusion, Limits, and Reporting

IBM Kyndryl Stock Split: Cost Basis, Holding Period, Form 8937

Capital Gains Tax on Investment Property: Rates, Recapture, and Deferral

How to Report UTMA on Taxes: Kiddie Tax and Filing Methods

Do I Have to Report 1099-B? Penalties and How to File

How to Report Non-Covered Securities on Your Tax Return

Do REITs Pass Through Gains and Losses? Dividends, Deductions, and NIIT

PNC 1099-INT: Boxes Explained and How to Report It