investment
- Adding Tax Refund to Fidelity Account
- Basis – Property Received as a Gift
- Business – Use of Home – Investment Instead of Trade or Business Use
- Capital Gains and Losses – Bitcoin and Other Virtual Currency
- Capital Gains and Losses – Capital Loss Carryover
- Capital Gains and Losses – Cost Basis
- Capital Gains and Losses – Dividends Received on Restricted Stock
- Capital Gains and Losses – Sale of Vacation Home
- Capital Gains and Losses – Short-Term Capital Gain
- Capital Gains and Losses – Stock Split
- Capital Gains and Losses – Various Purchase Dates
- Capital Gains Reports – Long-Term and Short-Term Reports
- Capital One Investing – Electronic Import
- Cost or Other Basis – Expenses of Sale
- CUSIP Identification Number
- Dependents – Tax on Investment Income of Certain Children
- Depreciation – Cost Basis
- Depreciation – Home Computers Used For Investments
- 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
- Foreign Investment Account Information Schedule B Part III
- Form 1041 – Capital Gains and Losses
- Form 1041 – Net Investment Income
- Form 1042-S – Foreign Person’s U.S. Source Income Subject to Withholding
- Form 1099-B – Cost Basis and Date Acquired
- Form 1099-B – Entering Capital Gains and Losses in Program
- Form 1099-B – Entering in Program
- Form 1099-B – Import Stock Information from CSV File
- 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 – Traders in Securities
- Form 1099-CAP – Changes in Corporate Control and Capital Structure
- Form 1099-DIV – Reinvested Dividends
- Form 1099-INT – Exempt with Accrued Interest
- Form 1099-INT – Federal or State Exempt Interest
- Form 1099-INT – Foreign Interest – Checkbox for Mutual Fund or Regulated Investment Company
- Form 1099-INT – Interest Earned for the Year is More than $10
- Form 1099-INT – Interest Redeemed on U.S. Savings Bonds That Was Reported Previously
- Form 1099-K – Payment Card and Third Party Network Transactions
- Form 1099-OID – Number of Forms Supported
- Form 1099-R – Excess 401k Contributions
- Form 1099-S – Easement Purchase of Right of Way of Land for County Use
- Form 2439 – Undistributed Capital Gains
- Form 8621 – Dividend Income
- Form 8621 – Fillable Form – Return by a Shareholder of a PFIC or Qualified Electing Fund
- Forms 1099-INT or 1099-DIV – Foreign Dividends and/or Interest Received
- Forms 8615 or 8814 – Which Form Do I Need?
- Gains and Losses – Short-Term and Long-Term
- Importing From Fidelity
- Inherited Stock
- Investment Expenses Deductible – Why Am I Not Able To Enter Investment Fees
- Investment Income or Self-Employment / Business Income Flipping Houses
- IRA – Recognizing Losses on Roth IRA Investments
- Joint vs. Separate Capital Gain and Loss Summary
- New Jersey – Form 1099-INT – Exempt Interest
- OptionsXpress GainsKeeper – Electronic Import
- REMIC – Real Estate Mortgage Investment Conduit
- Reporting interest of $10 or less from Form 1099-INT in TaxAct
- Sale of Home – Sale of Main Home
- Schedule B Part III Foreign Bank Account
- Schedule D – Multiple Entries Direct Entry Forms – Desktop
- Schedule D – Sale of Inherited Property
- Schedule D – Viewing Tax Worksheet
- Wash Sale Definition and Entry
- Yellow Alert – Form 1099-DIV – Liquidation Distribution