Tag Archives: capital gains

What is the 1099-B?

If you’ve sold any stocks, bonds, mutual funds, or securities during the tax year, it will be reported on a Form 1099-B which you will receive from your broker or financial institution. It can be a separate form, or may be combined into a statement listing other relevant tax information, such as interest and dividends. […]

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This year, taxpayers may notice a new tax that applies to income from investments. Known as the Net Investment Income Tax, you may be responsible for paying this tax if your regular income is over a certain threshold, and you have investment income. If you think you might be subject to this tax, you’ll want […]

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