Capital Gains Taxes Explained

January 3, 2023 Beginner
Taxes can impact the growth of your portfolio, so it's important to understand how capital gains taxes work and learn some strategies that could potentially minimize them.
Transcript Open new window

Learn about tax-smart strategies. 

Watch Out for the Kiddie Tax

Does your child have unearned income? Make sure you understand Kiddie Tax rules.

Form 1099-B: Cost Basis and Options Trading

Learn what cost basis is, where to find it on Form 1099-B, and what option traders might expect with their Form 1099-B.

What Is the Alternative Minimum Tax?

The alternative minimum tax (AMT) applies only to some taxpayers. Learn what the AMT is, who might be affected, and what might trigger it.

Schwab does not provide tax advice. This information does not constitute and is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, Schwab recommends consultation with a qualified tax advisor, CPA, financial planner, or investment manager.

This material is intended for informational purposes only and should not be considered a personalized recommendation or investment advice. Investors should review investment strategies for their own particular situations before making any investment decisions.

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.

Investing involves risks, including the loss of principal invested.

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

0122-1W6X