Stocks and Investments

Discussion List

• When do Tax Forms typically come from Brokerages?

  Answered ✓ 74 views 2 comments 0 points Most recent by pandaexpressfan_1 January 16General
• Exercising and selling stock options (ISO) of a private company

  Answered ✓ 2.6K views 9 comments 0 points Most recent by MatthewD January 5Filing my taxes
• Filling taxes for stocks with ROC (Return of Capital) tax structure

  Answered 46 views 1 comment 0 points Most recent by MatthewD November 2025General
• Foreign Passive Income

  Answered 230 views 2 comments 0 points Most recent by WrenD April 2025Filing my taxes
• My kids UTMA income

  Answered 413 views 3 comments 0 points Most recent by Jdot March 2025Filing my taxes
• Reporting stock sales - one at a time and also summary

  Answered 228 views 1 comment 0 points Most recent by MatthewD February 2025Filing my taxes
• Is there any way to know before EoY what an ETF will distribute as long vs short term dividends?

  Answered 12 views 1 comment 0 points Most recent by JanaA December 2024Income
• Cost basis for vested stock option

  Answered ✓ 668 views 1 comment 0 points Most recent by kiarab December 2024Income
• Investment Losses

  Answered 280 views 1 comment 0 points Most recent by [Deleted User] December 2024Filing my taxes
• Does software support Mark to Market stock trading accounting method against normal income?

  Answered ✓ 302 views 1 comment 0 points Most recent by KristineS May 2024Filing my taxes
• 8 digit limit for Stocks sold; 1099-B

  Answered 175 views 1 comment 0 points Most recent by MatthewD April 2024Filing my taxes
• Payer's Identification Number: ( 77-7777777 )

  Answered 1.5K views 1 comment 0 points Most recent by Henry April 2024Filing my taxes
• Is the capital loss carryforward being applied incorrectly?

  369 views 2 comments 0 points Most recent by clwe1hit March 2024General
• Excess Roth IRA contributions question

  Answered ✓ 719 views 3 comments 0 points Most recent by JanaA February 2024Filing my taxes
• % capital gains tax rates if income below a certain amount

  Answered 582 views 5 comments 0 points Most recent by KeriC December 2023General
• How to I adjust misreported ESPP Share Sales Price

  Answered 1.6K views 1 comment 0 points Most recent by AlexO December 2023Filing my taxes
• Why am I reporting income for my stock options twice?

  Answered ✓ 394 views 1 comment 0 points Most recent by mactax August 2023Income