Investor Tax Issues
Updated October 11, 2002
- New Tax Disclosures for Funds
- Non-Publicly Traded Stock in an IRA
- Tax Rules for Selling Mutual Funds
- Shorting Stocks: Tax Aspects
- Netting Out Capital Gains and Losses on Schedule D
- Super-Long-Term Capital Gain Rates and Strategies
- Identifying Stock Sold - The Rules
- Identifying Stock Sold - The Issues
- Wash Sales
- Worthless Stock
- Investment Interest and Margin Interest
- Tax Issues for "Traders" - Who's a Trader?
- Tax Issues for "Traders" - Mark to Market Rules
- The Constructive Sale Rules - What's a Constructive Sale?
- The Constructive Sale Rules - The Rules
- The Constructive Sale Rules - The Exceptions
- The Constructive Sale Rules - Special Transactions
- Stock Splits - Stock Dividends
- Stock Splits - Odd Lots
- Stock Splits - Spin-Offs, and Split-Ups
- Dividends Paid On Short Sales
- Comparing Taxable and Tax-Exempt Yields
- Drip Commissions & Fees
- Are Internet Access (ISP) Expenses Deductible?
Related Tax Topics
- Capital Assets... What Are They Really?
- Holding Period
- Charitable Contributions of Stock
- The Foreign Tax Credit
- Deductions for Home Computers
- Gifts of Stock
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