Cost Basis

Understand cost basis and any tax implications, so you can manage your tax liability.

tax loss harvesting tax filing tax planning
Charitable Giving

Noncash Charitable Contributions for Tax-Smart Giving

Leveraging the appreciation of assets such as real estate or stock to make charitable gifts can help maximize your philanthropic impact and reduce your taxes.

Cost Basis

Save on Taxes: Know Your Cost Basis

What is your cost basis? Whether you're a newbie or seasoned investor, determining your tax cost basis can help you save on taxes. Here's how.

Trading

8 Things to Know About T+1 Settlement

As of May 28, 2024, settlement cycles on stock trades and other securities go from two days to one. Will that affect your portfolio? Here are eight things to know.

Bonds

Your Guide to Bond Taxes

Unless you're buying a bond at issue and holding it to maturity, the tax rules for bond proceeds can get complicated pretty quickly.

Cost Basis

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.

Taxes

Understanding the Wash Sale Rule

Not sure if you made any wash sales last year? Watch to learn about wash sales and how to report them.

Taxes

Selling a Home? Beware Potential Capital Gains Tax

Record-high home prices could mean outsize taxes. Here's how to manage your cost basis to keep your tax liability as low as possible.

The information provided here is for general informational purposes only and is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.

Investing involves risk, including loss of principal. Hedging and protective strategies generally involve additional costs and do not assure a profit or guarantee against loss.

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Please read the options disclosure document titled "Characteristics and Risks of Standardized Options" before considering any option transaction. Supporting documentation for any claims or statistical information is available upon request.

With long options, investors may lose 100% of funds invested.

Covered calls provide downside protection only to the extent of premiums received, and prevent any profitability above the strike price of the call.

Cryptocurrency- related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here.

Futures, futures options and Forex trading involves substantial risk and is not suitable for all investors. Please read the Risk Disclosure Statement for Futures and Options prior to trading futures products.

Forex trading involves leverage, carries a substantial level of risk, and is not suitable for all investors. Please read the Risk Disclosure for Forex.

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