Investments & Capital Gains

Penalties for Not Cashing Matured Savings Bonds: Taxes and Escheatment

Section 6045(f): Form 1099-DA, Deadlines, and Penalties

When Do Banks Send 1099-INT: $10 Threshold and January 31 Deadline

Foreign Tax Paid on Dividends: Credit or Deduction?

CD Tax Form 1099-INT: Reporting Interest, Penalties, and Exceptions

Form 8949 Box F: When to Use It, Part II Entries, and Basis Rules

26 CFR 1.1061-4: Carried Interest Three-Year Recharacterization

How Does Capital Gains Tax Work in a Divorce?

IRS Reject Code F1040-164-01: Form 8960 and NIIT Thresholds

Should You Hold REITs in an IRA or Taxable Account?