When used prudently, and with a full understanding of the risks, margin can be used to help diversify holdings and attempt to amplify return on assets. But it’s not for everybody. Margin also creates the potential for greater risk of loss from increased leverage.
Traders have special considerations at tax time, including Schedule D, Form 8949, Section 1256 contracts, and collectibles tax treatment. Here are a few tips for tackling the extra filing.
Learn how to report 1099-B on your tax return, how taxation on options trading works and about options information found on your 1099-B from TD Ameritrade.
How does cost basis reporting impact investor taxes? It depends on the securities and how long positions are held. We explain.
Non-covered cost basis is the cost basis for securities purchased prior to January 1, 2011. What does this mean for you? Learn more at TD Ameritrade.
We love our country but it is still hard to pay that tax bill, learn about tax free investments such as tax free bonds that can help diversify your portfolio and potentially lower your tax burden.
If options and other derivatives are a part of your portfolio, you should learn about the nuances of taxes on options trading, from the Ticker Tape by TD Ameritrade.
Learn about cost basis reporting changes and tax implications for covered securities and noncovered securities, and how capital gain tax works for each.
Before you give the gift of securities, understand the gift tax rules from publication 550 & 551 and the cost basis of gifted stock to your loved ones.
Learn the nuances for calculating and reporting your adjusted cost basis for fixed income bonds on your tax return from TD Ameritrade.
Be aware of special tax rules such as gains, losses, and mark-to-market rules for traders and those who invest in certain derivatives.
Tackle the sticker shock of a lofty stock market with an options play. Consider lowering your cost basis by selling puts.
Learn tax reporting requirements—including cost basis—before the stress of tax-filing season hits. More tax-law changes take effect in 2016. Your tax professi
It’s time to run down the changes we will see this tax filing season and what to expect in 2014 and beyond.
Do a little research and you’ll see that everyone from photographers to garbage men speak in code. The market and traders aren’t any different...
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