Cost Basis

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

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.

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.

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.

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.

Beware Taxes on Discounted Munis

Discounted municipal bonds could expose you to unexpected taxes. Here's what to know before you buy.

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.

Cryptocurrencies and Taxes: What You Should Know

Virtual currencies can result in real tax liabilities.