Investor Tax Issues

• New Tax Disclosures for Funds
• Non-Publicly Traded Stock in an IRA
• Tax Rules for Selling Mutual Funds
• Shorting Stocks: Tax Aspects
• Netting Out Capital Gains and Losses on Schedule D
• Super-Long-Term Capital Gain Rates and Strategies
• Identifying Stock Sold - The Rules
• Identifying Stock Sold - The Issues
• Wash Sales
• Worthless Stock
• Investment Interest and Margin Interest
• Tax Issues for "Traders" - Who's a Trader?
• Tax Issues for "Traders" - Mark to Market Rules
• The Constructive Sale Rules - What's a Constructive Sale?
• The Constructive Sale Rules - The Rules
• The Constructive Sale Rules - The Exceptions
• The Constructive Sale Rules - Special Transactions
• Stock Splits - Stock Dividends
• Stock Splits - Odd Lots
• Stock Splits - Spin-Offs, and Split-Ups
• Dividends Paid On Short Sales
• Comparing Taxable and Tax-Exempt Yields
• Drip Commissions & Fees
• Are Internet Access (ISP) Expenses Deductible?

Related Tax Topics

• Capital Assets... What Are They Really?
• Holding Period
• Charitable Contributions of Stock
• The Foreign Tax Credit
• Deductions for Home Computers
• Gifts of Stock

Index of all Tax Topics