Investments & Capital Gains

What Is Appreciated Property and How Is It Taxed?

50/50 Cash and Stock Merger: Tax Treatment, Basis, and Reporting

Form 3922: ESPP Spread, Dispositions, and Cost Basis

What Is Royalty Income and How Is It Taxed?

Joint Brokerage Account Tax Reporting: 1099s, Nominees, and Basis

Do You Pay Taxes on DRIP Dividends? Rates, NIIT, and Wash Sales

IRS Form 6781: Section 1256 Contracts, Straddles, and the 60/40 Rule

How to Fill Out Form 8949: Parts, Checkboxes, and Adjustment Codes

Viatical Settlements Taxation: Exclusions, Forms, and Basis

IRC 1234: Tax Treatment for Options to Buy, Sell, or Write