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The Motley Fool
June 14, 2006
Calculating Gains on Old Stock What do you do if you're selling some stock and don't have a record of what you paid for it many years ago? How do you pay tax on it? Without stock records, things can get tricky. mark for My Articles similar articles
The Motley Fool
March 13, 2006
Selling Stock Without Records What do I do if I'm selling some stock and don't have a record for tax purposes of what I paid for it years ago? mark for My Articles similar articles
The Motley Fool
March 27, 2009
Dan Caplinger
Cut Your Taxes With This Easy Step Choose the right shares to sell and save. mark for My Articles similar articles
The Motley Fool
February 11, 2005
Trade Dates vs. Settlement Dates What is the difference between "trade date" and "settlement date," and which should you use on your taxes? mark for My Articles similar articles
The Motley Fool
May 28, 2004
Roy Lewis
Shorting Stocks: Tax Aspects When taxes complicate a simple short sale, you'll need a few clear guidelines. mark for My Articles similar articles
The Motley Fool
December 23, 2004
Uncle Sam Wants Your Gains The government wants a chunk of all your capital gains -- almost. mark for My Articles similar articles
The Motley Fool
November 18, 2005
Roy Lewis
Tax Your Shorts When you sell stocks short, don't forget to give the IRS its cut. mark for My Articles similar articles
The Motley Fool
February 3, 2006
Roy Lewis
Deduct Your Worthless Stock Has your investment gone south? Turn it to your tax advantage. mark for My Articles similar articles
The Motley Fool
April 30, 2004
Roy Lewis
It's Always Tax Time Make next April less taxing. Plan your taxes throughout the year. mark for My Articles similar articles
The Motley Fool
September 23, 2005
Roy Lewis
Privately Stocking Your IRA You can add non-publicly traded companies' shares to your IRA -- but you may not want to. mark for My Articles similar articles
The Motley Fool
July 21, 2006
Roy Lewis
Tax Your Shorts Before you short a stock, know the tax rules involved. mark for My Articles similar articles
The Motley Fool
January 15, 2004
Selena Maranjian
What to Do With Worthless Stock Sell it, even for a penny. mark for My Articles similar articles
The Motley Fool
June 30, 2006
Roy Lewis
The Cost Basis Crisis The IRS and taxpayers struggle with one of the peskiest aspects of stock sales. Will a change in the rules require your broker to reconstruct your portfolio with respect to cost basis? mark for My Articles similar articles
The Motley Fool
November 2, 2005
Capital Gains Rates If you haven't been paying attention, capital gains tax rates, which is what you pay on gains from the sale of stock (among other assets), are not the same as they were several years ago. Know what to expect when you sell those stocks. mark for My Articles similar articles
The Motley Fool
April 21, 2006
Roy Lewis
It's Always Tax Time! Leaving things to a tax pro at the end of the year is just fine. But that tax pro can't follow you around to help you with your daily financial, investment, and tax decisions. It's ultimately up to you to take some of the teeth out of your annual tax bite. mark for My Articles similar articles
The Motley Fool
December 21, 2005
Roy Lewis
Escape from Estimated Taxes Avoid the burden of sending quarterly checks to Uncle Sam. Here are some loopholes to remember. mark for My Articles similar articles
The Motley Fool
November 17, 2004
Beware of "Churning" When brokers and fund managers churn, you usually pay. mark for My Articles similar articles
The Motley Fool
June 2, 2006
Roy Lewis
Will Your Return Be Audited? The IRS steps up enforcement. Should you be terrified that your return might be selected for audit? mark for My Articles similar articles
AskMen.com
Michael Estrin
How Long To Keep Financial Records Your life may have tons of paper clutter that ranges from bills to bank statements, and everything in between. Here's some help on knowing what to keep, how long to keep it and when to dump it. mark for My Articles similar articles
The Motley Fool
February 26, 2009
Selena Maranjian
The Upside of Broker Fees The more frequently you trade, the more you'll pay your broker in commission fees. But many people may not know that factoring in the cost of those commissions can reduce your capital gains -- and cut the taxes you owe. mark for My Articles similar articles
The Motley Fool
April 24, 2007
Dan Caplinger
High Fund Taxes? Be Happy! A rundown on the hows and whys of taxes on distributions. mark for My Articles similar articles
The Motley Fool
January 5, 2010
Dan Caplinger
Don't Let This Destroy Your Financial Future How to lessen the tax man's sting. mark for My Articles similar articles
The Motley Fool
August 29, 2006
Taking a Tax Loss A silver lining for loser stocks: They can lower your tax bill. mark for My Articles similar articles
Entrepreneur
June 2005
Scott Bernard Nelson
Gain Change New IRS guidelines make things a little easier on your home office by allowing you to defer capital gains after a move. mark for My Articles similar articles
Entrepreneur
August 2006
Jennifer Pellet
Trading Up A Section 1031 exchange allows you to sell a property used for business or investment and reinvest your gains in a second property - also used for business or investment - without paying taxes on your profit. mark for My Articles similar articles
The Motley Fool
November 8, 2006
Dan Caplinger
Forget About Taxes! Don't let tax considerations stop you from making good investing decisions. mark for My Articles similar articles
Financial Planning
January 1, 2005
David Stein
Shopping for Tax Rates Investors who pay taxes as soon as possible end up with more money. It does require careful tax planning and management of trading costs, but the proactive value it can add to a client's aggregate investment portfolio makes it well worth considering. mark for My Articles similar articles
Financial Planning
October 1, 2005
Garrett Thornburg
The Fair Tax The estate tax is up for reform (or repeal) in the Senate, leaving planners and advisers with a daunting dilemma. Is there a smarter, more equitable way to think about estate taxes? mark for My Articles similar articles
The Motley Fool
June 16, 2006
Roy Lewis
What to Know Before Selling Investors, regardless of whether you'll have a gain or a loss, you may be able to accomplish a sale but still minimize your taxes. mark for My Articles similar articles
The Motley Fool
November 29, 2005
Philip Durell
Profit From Your Losses Taxes are the bane of many an investor. Are you making the most of your losers? mark for My Articles similar articles
InternetNews
April 18, 2006
Clint Boulton
Symantec's $1B Tax Bill Security software giant Symantec said in a Securities and Exchange filing that it owes the government $1 billion in unpaid taxes, mostly relating to an audit of its purchase of Veritas Software. mark for My Articles similar articles
The Motley Fool
October 29, 2007
Dan Caplinger
Fund Nightmare on Wall Street Most mutual fund investors have smiled at their quarterly statements for years now. But new villains, scarier than any costume-clad Halloween tricksters, are coming soon to a mutual fund near you: Uncle Sam and the IRS. mark for My Articles similar articles
The Motley Fool
March 12, 2004
Discount vs. Full-Price Brokers Why should you pay 10 times more for a stock trade? mark for My Articles similar articles
IndustryWeek
April 1, 2006
Michael K. Evans
Evans On The Economy -- Tax Cheats Snub Spend-Crazy Feds There would have been no federal budget deficit last year had tax cheaters paid all they owed. mark for My Articles similar articles
The Motley Fool
January 29, 2010
Dan Caplinger
The Motley Fool Guide to Doing Your Taxes It's time to get started. mark for My Articles similar articles
Financial Planning
December 1, 2005
Michael Provine
A Healthy Harvest Selling losing positions to offset capital gains and ordinary income is the single most effective way to reduce the tax liability in a client's portfolio. mark for My Articles similar articles
The Motley Fool
August 29, 2007
Tim Beyers
Speaking Mathanese: Selling Stock What's your greatest fear about managing your finances? If you answered "math," you're not alone. Here's the math behind strategic stock selling, explained in plain English. mark for My Articles similar articles
The Motley Fool
September 25, 2007
T. Hanson & B. Richards
Don't Sell Without Reading This First For a short-term capital gain, a stock held for less than one year, the tax man takes up to 35%. For a long-term capital gain, a stock held longer than one year, the government takes between 5% and 15%. Investors, think through the consequences of your sell decision. mark for My Articles similar articles
The Motley Fool
January 23, 2004
Roy Lewis
9 Tax Return Changes Use the wrong form, and you may miss out on deductions and credits. mark for My Articles similar articles
The Motley Fool
January 20, 2010
How to Prevent a Tax Disaster Let this simple three-folder system work for you. mark for My Articles similar articles
The Motley Fool
September 14, 2009
Dan Caplinger
3 Ways You Can Beat Higher Taxes Beat the IRS by getting your investments in shape. mark for My Articles similar articles
The Motley Fool
March 18, 2009
Dan Caplinger
Don't Let Audit Fears Cost You Money Taxes aren't any fun, so it doesn't make any sense to pay more than you have to. As long as you're doing the right thing, the specter of an IRS audit shouldn't keep you from getting every penny you're entitled to. mark for My Articles similar articles
The Motley Fool
September 1, 2006
Roy Lewis
Tax Changes for Kids New legislation has made it more difficult for parents to shield higher taxes by passing investment income to the kids. mark for My Articles similar articles
The Motley Fool
November 5, 2007
Selena Maranjian
Back Away From That Mutual Fund If you buy a mutual fund just before its capital gains tax distribution, you'll face taxes on an investment you didn't own for very long -- and in many cases, one you never owned. mark for My Articles similar articles
The Motley Fool
March 18, 2005
Roy Lewis
Shift Income for Tax Savings Here are some strategies for lowering your tax bill. mark for My Articles similar articles
Financial Advisor
August 2008
Roy Diliberto
Some Taxes May Not Be Inevitable Reducing the tax disadvantages of investing in mutual funds. mark for My Articles similar articles
The Motley Fool
August 26, 2005
Roy Lewis
Withhold Me Closer Check your withholding tax now to avoid nasty surprises at tax time. mark for My Articles similar articles
The Motley Fool
January 7, 2005
Roy Lewis
Tangled in Tax Records? You've got forms and reports everywhere. What should you keep? mark for My Articles similar articles
Investment Advisor
March 2007
Savita Iyer
Uncle Sam May Take His Cut Private annuity trusts lose their luster as the IRS nears a final decision on this estate planning tool. mark for My Articles similar articles
The Motley Fool
February 19, 2004
Selena Maranjian
10 Tax Tips Be smart about your taxes and save big bucks. Get a little tax info under your belt and you may be able to save some big bucks, plus decrease your odds of getting audited. One good tip is simply to submit a neat return -- sloppy ones may be more likely to get audited. mark for My Articles similar articles