Tax Resources

Tax filing fact or myth? "Your brokerage account 1099 must be in the mail by January 31." Myth. Say what? That’s right, a consolidated 1099 should be postmarked by February 15…

If you hold covered securities with tax-exempt original issue discount (OID), it will now be reported to the IRS on Form 1099-OID. TD Ameritrade won’t report tax-exempt OID for non-covered lots.

Wash sale tax reporting is complex. Here’s a short, simple summary of what wash sales are, where they apply, and who tracks what for tax purposes.

See ways to potentially improve your portfolio’s bottom line through tax-efficient investing with this article from third-party S&P Capital IQ.

Put too much into your Individual Retirement Account (IRA)? Part one of a two-part series on IRA tax law discusses using the Removal of Excess (ROE) contributions rule to avoid tax penalties.

Part two of a two part series on Individual Retirement Account (IRA) tax law provides an in-depth look at calculating Net Income Attributable if you’ve over-contributed to your IRA.

If you’ve been filing taxes for several years now, you know the routine. Gather W-2s, 1099s, and other income documents for the revenue agents. And if you’ve been working…

Is your retirement account ready for year-end? Give it a checkup and find out.

Learn about steps you can take that may save you and your heirs from tax headaches later on.

For anyone saving for retirement, individual retirement accounts (IRAs), employer-sponsored savings plans, and annuities are often the vehicles of choice, since all offer tax-deferred compounding. Yet for all three investment vehicles…

An Individual Retirement Account (IRA) is a tax-favored vehicle used to set money aside for retirement. With a traditional IRA, you may be able to deduct your contributions from taxable income…

Get an understanding of corrected 1099s—and why you may be getting them.

Get a general understanding of how the alternative minimum tax (AMT) works.

If you’re not dependent on your dividend income, our Dividend Reinvestment Plan (DRIP) could potentially be a way to automatically grow your savings. Take a look.

Before we know it, the little guy in the New Year’s diaper will pay us a visit. That means it’s time to start thinking about year-end trading that could impact your tax bill…

This article is intended for option traders. Please excuse the option jargon! But even the savviest option traders can need a little help at tax time. If that’s you, listen up…