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23 guides on taxes, deductions, credits, and more
InvestmentsCrypto Tax Guide 2026: Bitcoin and Cryptocurrency TaxesA comprehensive guide to how cryptocurrency is taxed including buying, selling, mining, staking, and DeFi.InvestmentsHow Trusts Are Taxed: Revocable, Irrevocable, and MoreTrusts have their own tax rules and brackets. Here is how different trust types are taxed.InvestmentsEstate Tax 2026: The New Permanent Rules Under OBBBAThe estate tax exemption is now permanently set at 15 million per person.InvestmentsLandlord Tax Guide: Rental Income, Expenses, and DepreciationRental property income is taxable, but landlords can deduct expenses and claim depreciation.InvestmentsVacation Home and Airbnb Tax Rules: The 14-Day RuleIf you rent out a vacation home or list on Airbnb, special tax rules apply including the 14-day rule.InvestmentsSchedule D and Form 8949: How to Report Capital GainsWhen you sell stocks, crypto, or property, you report the gains on Form 8949 and Schedule D.InvestmentsTax on Collectibles: Art, Gold, Wine, and NFTs Face Higher RatesCollectibles like art, gold, wine, and NFTs are taxed at a higher 28% capital gains rate.InvestmentsMunicipal Bonds, Treasury Bonds, and I Bonds: Tax RulesSome bonds offer tax-free or tax-deferred income. Here is how different bonds are taxed.InvestmentsTaxes on Stocks: Capital Gains, Dividends, and SellingWhen you sell stocks, you owe capital gains tax. Dividends are taxed too. Here is how it all works.InvestmentsDay Trading Taxes: Rates, Rules, and How to Pay LessDay traders face unique tax rules including mark-to-market accounting, wash sales, and the trader tax status election.InvestmentsThe Wash Sale Rule: What It Is and How to Avoid Costly MistakesSell a stock at a loss and buy it back within 30 days? The IRS disallows the loss.InvestmentsNet Investment Income Tax (NIIT): Who Pays the 3.8% SurtaxIf your investment income and modified AGI exceed certain thresholds, you owe an additional 3.8% tax.InvestmentsHow RSUs, Stock Options, and ESPPs Are TaxedIf your employer pays you in equity, you need to understand how restricted stock units, incentive stock options, and employee stock purchase plans are taxed.InvestmentsCapital Gains Tax Rates and Rules for 2026Everything you need to know about short-term and long-term capital gains tax rates, brackets, and strategies to minimize what you owe.InvestmentsForeign Tax Credit (Form 1116): How to Avoid Double TaxationIf you pay taxes to a foreign government — on investment income, foreign wages, or business income abroad — the foreign tax credit prevents you from being taxed...InvestmentsGift Tax Rules 2026: Annual Exclusion, Lifetime Exemption, and Who PaysThe federal gift tax catches many people off guard. Learn about the $19,000 annual exclusion, the $13.99 million lifetime exemption, who actually pays the tax, ...InvestmentsForm 1099-DA: New Crypto Reporting Requirements for 2026 ExplainedStarting in 2026, crypto exchanges must send Form 1099-DA reporting your digital asset transactions. Learn what is on the form, who gets one, how it differs fro...InvestmentsInheritance and Taxes: What You Owe When Someone Passes AwayInheriting money or assets raises important tax questions. Here's what you need to know about federal estate tax, step-up in basis, inherited IRAs, and state in...InvestmentsSelling Your Home: Capital Gains Exclusion and Tax RulesWhen you sell your primary residence, you may exclude up to $250,000 ($500,000 for married couples) in capital gains from taxes. Here's how the exclusion works ...InvestmentsTax-Efficient Investing: How to Keep More of Your Investment ReturnsLearn the strategies that minimize taxes on your investments — from asset location and tax-loss harvesting to choosing the right funds and holding periods. A co...Investments1031 Exchange Explained: How Real Estate Investors Defer Capital Gains TaxA 1031 exchange lets real estate investors sell a property and defer all capital gains tax by reinvesting in a like-kind replacement property. Here is how the p...InvestmentsReal Estate Tax Strategies Every Investor Should KnowReal estate offers some of the most powerful tax benefits in the entire tax code. From depreciation and 1031 exchanges to cost segregation and the real estate p...InvestmentsTax-Loss Harvesting: A Plain-English Guide to Saving Money on Investment TaxesTax-loss harvesting lets you sell losing investments to offset gains and reduce your tax bill. This guide explains exactly how it works, when to do it, and what...