Taxes
Tax Information for Brokerage Accounts
Find out what's new for this year's taxes. Plus, access your current and historical tax information online by visiting the Tax Statements section of your account history.
Tax Information for Retirement Accounts
These FAQs address Scottrade's completion of IRS tax forms for retirement accounts. Scottrade does not provide tax, legal or investment advice.
Tax Basics
The U.S. tax system is complicated and the rules surrounding it change frequently. The majority of the time, however, how you're taxed is based on the source of your income.
Investing in a tax-deferred retirement account allows you to postpone paying taxes on your earnings.
You can purchase taxable investments, but minimize the amount of tax you pay by purchasing a tax-efficient mutual fund. A tax-efficient fund can reduce your taxes by decreasing the income earnings and capital gains distributed to their shareholders.
The Alternative Minimum Tax (AMT) was designed to ensure that those who are eligible for special tax deductions and credits still pay a minimum amount of taxes to the government.
Taxes & Investing Strategy
The old adage is there are two things certain in life: death and taxes. While this is certainly true, there are ways to invest without increasing your tax burden.
Borrowing to Buy a Tax-Exempt Bond
Taxpayers may, in some instances, claim an interest deduction for debt that is incurred to purchase or carry investments.
The IRS created the "wash sale" rule to prevent investors from recognizing artificial losses by first selling a security for a loss and then repurchasing the same security within a short period of time.
| Index-Based ETFs |
| Cost Basis & Tax Lots |
| Advanced ETF Strategies |
| Leveraged ETFs |
| Tax Strategies |
| Orlando: Timely strategy and commentary from industry experts | 11/12/11 |
With more than 500 branch offices nationwide, Scottrade offers live events in neighborhoods all over the country. Visit your local Scottrade office for a cozy small-group Branch Seminar, or get together with Scottrade customers from your area at our popular User Summits.
Browse All Live Events >Stream live, interactive presentations right to your computer! Check back every week for new Live Webinars on a variety of topics including:
- Market analysis
- Basic & advanced orders
- Research tools
Education meets interaction in the Scottrade Community. Join Scottrade customers from all over the country as you exchange information, ideas and trading strategies in a comfortable online learning environment.
Interact with Scottrade customers and product specialists. Share your thoughts and learn from others. Grow as an investor. Join our community today!
Learn More About the Community >



