TY 2025 Tax Articles & Guides

Comprehensive tax resources to help you maximize savings and stay compliant

What is the Qualified Dividends and Capital Gains Tax Worksheet?
Capital Gains Or Losses
3 min read 1 month ago

What is the Qualified Dividends and Capital Gains Tax Worksheet?

Understanding the Worksheet for Qualified Dividends and Capital Gains Tax

qualified dividends capital gains tax tax worksheet
TT
Tax Expert Team
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Where do I enter information for Schedule D, Form 8949, or a 1099-B / 1099-S?
Capital Gains Or Losses
3 min read 1 month ago

Where do I enter information for Schedule D, Form 8949, or a 1099-B / 1099-S?

Guidance on Reporting Capital Gains and Losses

capital gains tax forms Schedule D
BS
Business Tax Specialist
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Collectible (28% Gain)
Capital Gains Or Losses
⭐ Featured
3 min read 1 month ago

Collectible (28% Gain)

Maximizing Value from Collectibles

investment tax implications asset appreciation
BS
Business Tax Specialist
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Capital Loss Carryover
Capital Gains Or Losses
⭐ Featured
3 min read 1 month ago

Capital Loss Carryover

Understanding How to Utilize Capital Loss Carryover for Tax Benefits

capital losses tax deductions tax planning
TT
Tax Expert Team
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I invested in the QOZ fund this year within 180 days of Capital Gains realized on 12/10/21. How do I show the gain deferment?
Capital Gains Or Losses
⭐ Featured
3 min read 1 month ago

I invested in the QOZ fund this year within 180 days of Capital Gains realized on 12/10/21. How do I show the gain deferment?

Steps to Demonstrate Deferred Capital Gains in a QOZ Fund Investment

capital gains deferment QOZ fund
BS
Business Tax Specialist
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My form 8949 should be showing a capital loss. Instead, it is showing in column g as an adjustment and then showing on Schedule D as $0 for capital gain/loss.
Capital Gains Or Losses
4 min read 1 month ago

My form 8949 should be showing a capital loss. Instead, it is showing in column g as an adjustment and then showing on Schedule D as $0 for capital gain/loss.

Resolving Capital Loss Reporting Issues on Form 8949

capital loss form 8949 schedule d
TT
Tax Expert Team
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I have entered my capital gain and loss information into my return and it has resulted in a loss. However, no loss is being reported on my return. Why is this?
Capital Gains Or Losses
3 min read 1 month ago

I have entered my capital gain and loss information into my return and it has resulted in a loss. However, no loss is being reported on my return. Why is this?

Understanding Why Capital Losses Aren't Reported on Your Return

capital gains capital losses tax return
BS
Business Tax Specialist
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What are Capital Gains?
Capital Gains Or Losses
4 min read 1 month ago

What are Capital Gains?

Understanding the Basics of Capital Gains

capital gains investment income tax implications
BS
Business Tax Specialist
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Can I import my forms from my financial institution?
Capital Gains Or Losses
3 min read 1 month ago

Can I import my forms from my financial institution?

Guidance on importing financial forms

financial forms tax preparation financial institutions
TT
Tax Expert Team
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