Stocks and Investments

Discussion List

• Is there any way to know before EoY what an ETF will distribute as long vs short term dividends?

  Answered 4 views 1 comment 0 points Most recent by Taxlady06 December 10Live Q/A Event
• Cost basis for vested stock option

  Answered ✓ 14 views 1 comment 0 points Most recent by kiarab December 10Income
• Investment Losses

  Answered 2 views 1 comment 0 points Most recent by KennethH December 10Live Q/A Event
• Exercising and selling stock options (ISO) of a private company

  Answered ✓ 390 views 5 comments 0 points Most recent by KristineS May 20Filing my taxes
• Does software support Mark to Market stock trading accounting method against normal income?

  Answered ✓ 44 views 1 comment 0 points Most recent by KristineS May 3Filing my taxes
• 8 digit limit for Stocks sold; 1099-B

  Answered 31 views 1 comment 0 points Most recent by MatthewD April 11Filing my taxes
• Payer's Identification Number: ( 77-7777777 )

  Answered 245 views 1 comment 0 points Most recent by Henry April 2Filing my taxes
• Is the capital loss carryforward being applied incorrectly?

  313 views 2 comments 0 points Most recent by clwhite1 March 1General
• Excess Roth IRA contributions question

  Answered ✓ 621 views 3 comments 0 points Most recent by Taxlady06 February 6Filing my taxes
• % capital gains tax rates if income below a certain amount

  Answered 387 views 5 comments 0 points Most recent by KeriC December 2023General
• How to I adjust misreported ESPP Share Sales Price

  Answered 831 views 1 comment 0 points Most recent by AlexO December 2023Filing my taxes
• Why am I reporting income for my stock options twice?

  Answered ✓ 233 views 1 comment 0 points Most recent by mactax August 2023Income