When you sell stocks, bonds, and other investments, you'll typically generate either a capital gain or a capital loss. Capital gains happen when you sell an investment for a profit; capital losses ...

Broker-issued Form 1099-Bs for securities provide cost-basis reporting information, but they don’t provide taxpayers everything they need for tax reporting if the taxpayer has multiple trading ...

If you actively trade equities and equity options in more than one account, unless you use proper software on all your individual taxable and IRA accounts, you will probably handle wash sales ...

Those who are fortunate enough to be successful investors generally know that when it comes time to cash in on their profits, the IRS is ready and waiting for its share. Capital gains taxes are ...

In addition to my Forbes blog "Beware Botched 1099-Bs, Form 8949 At Tax Time" and interview in the WSJ article “Dodging a 'Cost Basis' Crisis,” my partner Darren Neuschwander, CPA and I had a long ...

Those who are fortunate enough to be successful investors generally know that when it comes time to cash in on their profits, the IRS is ready and waiting for its share. Capital gains taxes are ...