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Tax Form Guides (3)
- Where is the Tax Center?
- When will I receive my 1099?
- Which tax forms can I expect?
- Why did I receive a corrected 1099?
Tax Center & Documents (4)
- What tax rules do IRA accounts have?
- When is the IRA Contribution Deadline?
- How much can I contribute to my IRA?
- Where can I see how much I've contributed to my IRA?
- I need to make a Required Minimum Distribution (RMD)
- How do I make a 72(t) distribution from my IRA (SEPPs)?
- How are CARES Act distributions treated?
- How to Import Data to TurboTax
- How to Import Data to H&R Block Tax Software
- How to Import Data into TaxAct
- How to Import Data to TradeLog
- I need an employer identification number to file my taxes
- Where do I download my Year-to-Date data? (1040-ES)
Data Imports/Exports (6)
- How can I select a tax lot for a closing trade? (FIFO & LIFO)
- Why do all of my short options have a 0.00 cost basis?
- What is a Wash Sale and how does it affect my taxes?
- Where are my total commissions & fees listed in my Consolidated 1099?
- What is Short-Term & Long-Term Capital Gains/Losses and 1256 Contracts?
- How to Report Section 1256 Contracts (Futures and Cash-Settled Index Options)
- How are Dividends Taxed?
- Why do I have a Substitute Dividend Payment?
Tax Treatment & Rules (13)