Stocks and Investments

Discussion List

• Foreign Passive Income

  Answered 72 views 2 comments 0 points Most recent by WrenD April 23Filing my taxes
• My kids UTMA income

  Answered 184 views 3 comments 0 points Most recent by Jdot March 6Filing my taxes
• Reporting stock sales - one at a time and also summary

  Answered 183 views 1 comment 0 points Most recent by MatthewD February 18Filing my taxes
• Exercising and selling stock options (ISO) of a private company

  Answered ✓ 1.8K views 7 comments 0 points Most recent by AlexO February 6Filing my taxes
• Is there any way to know before EoY what an ETF will distribute as long vs short term dividends?

  Answered 17 views 1 comment 0 points Most recent by JanaA December 2024Income
• Cost basis for vested stock option

  Answered ✓ 520 views 1 comment 0 points Most recent by kiarab December 2024Income
• Investment Losses

  Answered 245 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 ✓ 190 views 1 comment 0 points Most recent by KristineS May 2024Filing my taxes
• 8 digit limit for Stocks sold; 1099-B

  Answered 132 views 1 comment 0 points Most recent by MatthewD April 2024Filing my taxes
• Payer's Identification Number: ( 77-7777777 )

  Answered 1.2K views 1 comment 0 points Most recent by Henry April 2024Filing my taxes
• Is the capital loss carryforward being applied incorrectly?

  367 views 2 comments 0 points Most recent by clwhite1 March 2024General
• Excess Roth IRA contributions question

  Answered ✓ 718 views 3 comments 0 points Most recent by JanaA February 2024Filing my taxes
• % capital gains tax rates if income below a certain amount

  Answered 553 views 5 comments 0 points Most recent by KeriC December 2023General
• How to I adjust misreported ESPP Share Sales Price

  Answered 1.4K views 1 comment 0 points Most recent by AlexO December 2023Filing my taxes
• Why am I reporting income for my stock options twice?

  Answered ✓ 350 views 1 comment 0 points Most recent by mactax August 2023Income