1099-b
- Capital Gains and Losses – Average Basis Mutual Fund
- Capital Gains and Losses – Bitcoin and Other Virtual Currency
- Capital Gains and Losses – Joint Ownership – Who Reports Income
- Capital Gains and Losses – Nonbusiness Bad Debts
- Capital Gains and Losses – Sale of Vacation Home
- Capital Gains and Losses – Short-Term Capital Gain
- Capital Gains and Losses – Stock Options – Nonqualified with example
- Capital Gains and Losses – Various Purchase Dates
- Capital Gains and Losses – Worthless Securities
- Capital Gains and Losses – Writers of Calls and Puts
- Cost Basis – Merger or Acquisition
- Cost or Other Basis – Expenses of Sale
- Dependents – UGMA and UTMA Custodial Accounts
- Entering Corrected Forms
- Entering in Program – Form 1099-B, Form 8949 and Schedule D
- Entry of Partial Wash Sale
- Export and Download CSV Files from Brokerages
- Export CSV File – Charles Schwab
- Export CSV File – E*TRADE
- Export CSV File – Scottrade
- Export CSV File – TradeKing
- Form 1099-B – “Ordinary” Checked
- Form 1099-B – Bartering Income
- Form 1099-B – Cost Basis and Date Acquired
- Form 1099-B – Create Your Own Spreadsheet (CSV File)
- Form 1099-B – Entering in Program
- Form 1099-B – Entering into TaxAct
- Form 1099-B – Import Stock Information from CSV File
- Form 1099-B – Nominees
- Form 1099-B – Noncovered Security
- Form 1099-B – Not Taxable
- Form 1099-B – Restricted Stock Units and Backup Withholding
- Form 1099-B – Return of Principal Return of Capital
- Form 1099-B – Separate Line Reporting Exceptions (Schedule D or 8949 Summary Totals)
- Form 1099-B – Various Purchase Dates
- Form 1099-CAP – Changes in Corporate Control and Capital Structure
- Form 1099-OID – Tax Exempt Issue Discount
- Form 1099-S – Easement Purchase of Right of Way of Land for County Use
- Form 3921 – Exercise of an Incentive Stock Option Under Section 422(b)
- Form 3922 – Transfer of Stock Acquired Through an Employee Stock Purchase Plan Under Section 423(c)
- Form 6781 – Section 1256 Contracts and Straddles – Futures Contracts
- Form 8949 – Forcing to Print When Not Required
- Form 8949 and Form 1099-B – Enter Stock Transactions
- Form T – Sale of Timber But Not in Timber Business
- Form W-2 – ESOP Same Day Sale Income Included
- Investment Income or Self-Employment / Business Income Flipping Houses
- IRS Letter 525 – Examination Report
- Master Limited Partnerships – Sale of Interest
- Qualified Dividends and Capital Gain Tax
- Schedule D – Multiple Entries Direct Entry Forms – Desktop
- Schedule D – Sale of Inherited Property
- Section 83(b) Election
- Stock Assistant
- Wash Sale Definition and Entry
- Yellow Alert – Form 1099-DIV – Liquidation Distribution