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Tax reporting and cost basis facts for stock plans.
is a factor in determining cost basis when stock plan shares are sold. About the Internal Revenue Code Since tax year 2015 regulations and moving forward, regulators have required brokers to report the...Member SIPC. Please see the “Endnotes for Your Realized Gain or (Loss)” for an explanation of the codes and symbols in this Realized Gain or (Loss) section. YEAR-END SUMMARY INFORMATION IS NOT PROVIDED...reported on Form(s) 1099-B showing basis was reported to the IRS and for which no adjustments or codes are required. Enter the totals directly on Schedule D, line 1a; you aren’t required to report...
Using After-Hours Trading | Charles Schwab
after-hours trading as a way to analyze their trades and look ahead to prepare for the next trading day....
Introduction to the thinkorswim® Desktop Platform | Charles Schwab
Welcome to thinkorswim®. In this video we'll provide a high-level tour of the most commonly used features of the thinkorswim trading platform.
How Can You Build Your Pre-Retirement Checklist? | Charles Schwab
What do you need to take care of in the handful of years, months, and days before you retire?
Put vs. Call Option: The Basic Differences | Charles Schwab
Learn the differences between a put vs. call option strategy and how options-approved traders can apply these fundamental options strategies to their trades.
Trading Options During Earnings Season | Charles Schwab
Trading a stock around earnings day can be difficult because of volatility risk. Learn more about the perils of trading during earnings season....
Get Financially Prepared for Uncertain Times | Charles Schwab
Investor anxiety is on the rise as waves of changes continue to roll out of Washington. What are the best steps to take now to gain control over your financial life?
See how golf professionals are changing the game and watch the best golfers rise to the Charles Schwab Challenge, an official PGA TOUR® event in Fort Worth, TX.
Trends in the Labor Market & More Tariffs | Charles Schwab
Nela Richardson of ADP Research breaks down the labor market data.
Trading Growth & Value Stocks | Charles Schwab
In our webcast today we discussed a few stocks that could be trying to turn around fundamentally and technically.