Tax Center
- Roth & Traditional IRA Tax Rules
- IRA Contribution Deadline
- IRA Contribution Limits
- Total IRA Contribution for the Year
- Required Minimum Distributions (RMD)
- Reclassify an IRA Contribution
- IRA Recharacterizations
- 72(t) IRA distributions (SEPPs)
IRAs (9)
- Form 1042-S Guide (for international accounts)
- Taxes FAQ for International Accounts
- Tax Reconciliation for International Accounts
International Accounts (3)
- 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
- Employer Identification Number (EIN) Location
- Where do I download my Year-to-Date data? (1040-ES)
Data Imports/Exports (6)
- Tax Lots (FIFO & LIFO)
- $0.00 Cost Basis on Short Equity Options
- Wash Sales/Disallowed Loss
- Total Commissions & Fees on Tax Forms
- Short-Term vs. Long-Term and 1256 Contracts
- Taxes on options exercises, assignments, and rolls
- How to Report Section 1256 Contracts (Futures and Cash-Settled Index Options)
- How are Dividends Taxed?
Tax Treatment & Rules (16)