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Capital Gains

Cost Basis: Capital Gains, Losses, and Mythical Beings September 30, 2020 10:30 AM   |  

Knowing cost basis can be helpful, especially when it comes to preparing your taxes. Calculating it can be cumbersome, but TD Ameritrade makes the process simple by doing most of the work. Just select the data you want and export it in different formats.

3 min read  |  Web Platform
What’s a Capital Loss & How to Report It? Basics for Investors March 20, 2019 4:00 AM   |  

Most investors are familiar with capital gains, but what about the other side of the coin—capital losses? Here’s what investors should know about long- and short-term capital gains and losses, potential tax consequences, and wash sales.

5 min read  |  Tax Strategy
Options Strategy Basics: Looking Under the Hood of Covered Calls March 5, 2019 4:00 AM   |  

Learn how a covered call options strategy can attempt to sell stock at a target price; collect premium and potentially dividends; and limit tax liability.

8 min read  |  Options Trading Basics
Tax on Investments: Capital Gains Tax & Tax-Loss Harvesting June 21, 2018 4:00 AM   |  

Your investment decisions could impact your tax bill. Learn about the basic rules and some strategies to help maximize after-tax returns and potentially reduce the amount you owe.

3 min read  |  Tax Strategy
Traders and Taxes: Special Tax Treatment for Special Situations March 28, 2017 12:00 AM   |  

Be aware of special tax rules such as gains, losses, and mark-to-market rules for traders and those who invest in certain derivatives.

5 min read  |  Income Tax
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Content intended for educational/informational purposes only. Not investment advice, or a recommendation of any security, strategy, or account type.

Be sure to understand all risks involved with each strategy, including commission costs, before attempting to place any trade. Clients must consider all relevant risk factors, including their own personal financial situations, before trading.

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Market volatility, volume, and system availability may delay account access and trade executions.

Past performance of a security or strategy does not guarantee future results or success.

Options are not suitable for all investors as the special risks inherent to options trading may expose investors to potentially rapid and substantial losses. Options trading subject to TD Ameritrade review and approval. Please read Characteristics and Risks of Standardized Options before investing in options.

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