
Trader Taxes: Form 8949 & Section 1256 Contracts

How to Deal With an Unexpected Tax Bill

Can You Get a Retirement Match From Uncle Sam?

2023 Tax Brackets and Contribution Limits

Deferring Taxes on an Investment Property Sale

How to Handle an Inherited Business

What’s in the Inflation Reduction Act?

How to Minimize the Risk of an IRS Audit

How to File a Corrected 1099

Mark-to-Market & Trader Taxes
Important Disclosures
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.
Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Investing involves risks, including loss of principal. Hedging and protective strategies generally involve additional costs and do not assure a profit or guarantee against loss. With long options, investors may lose 100% of funds invested. Covered calls provide downside protection only to the extent of the premium received. Please read the options disclosure document titled "Characteristics and Risks of Standardized Options." Supporting documentation for any claims or statistical information is available upon request.
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