Tax Related Questions > Income Sources > Investment

Ordinary Dividends Dividends are what the shareholders of a company get, as their share of the company’s profits. If you own stocks, mutual funds, or bonds, you receive ...
Qualified Dividends Dividends are divided into two broad categories: ordinary dividends and qualified dividends. Ordinary dividends are taxed at the same rate as ordinary...
Taxable Interest Income Generally speaking, you have to pay taxes on any interest income you receive, including interest on bank accounts, deposited insurance dividends, and ...
Tax-Exempt Interest Income Tax-exempt interest is interest that is not subject to federal income tax. Income earned from bonds issued by states, cities, counties or the District...
Interest and Ordinary Dividends - Schedule B Taxpayers filing a Form 1040 or 1040A can include a Schedule B to report their interest and dividends. Generally speaking, you must include a Schedul...
Capital Gains and Losses - Schedule D Attach Schedule D to your 1040 to report your capital gains and losses. Starting in 2011 there is a new form that also deals with capital gains and l...
Tax for Certain Children Who Have Investment Income of More than $1,900 - Form 8615 Form 8615 is used to figure the tax for certain children who have investment income over $1,900. Their investment income is then taxed at their parent...
Sales and Other Dispositions of Capital Assets - Form 8949 Form 8949 is a new form for reporting capital gains introduced in the 2011 tax year. On Form 8949 you must list transactions that in previous years wo...
Proceeds from Broker and Barter Exchange Transactions - Form 1099-B A form 1099-B records all stock transactions and helps you report capital gains or losses to the IRS when you file your return. Brokers and barter ...
What is Basis? The basis of a piece of property is usually the cost at which you bought it. This can include the amount you paid in cash, debt obligations, other pro...
Capital Gains or Capital Losses Capital gains occur when a capital asset, such as a home, household furnishings, real estate, stocks, or bonds, is sold. The difference between the am...
Supplemental Income and Loss - Schedule E Attach Schedule E to your 1040 to report income or loss from rental properties as well as royalties, partnerships, S corporations, estates, trusts, an...