TD Ameritrade

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Guides

Estate Planning Basics

Learn the basics of estate planning and examine tools to help you along the way with this course from third-party CFRA (formerly S&P Capital IQ).

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Articles

1099 Deadline Myth Buster

Tax filing fact or myth? "Your brokerage account 1099 must be in the mail by January 31." Myth. Say what? That’s right, a consolidated 1099 should be postmarked by February 15…

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Form 1099 OID - Original Issue Discount

If you hold covered securities with tax-exempt original issue discount (OID), it will now be reported to the IRS on Form 1099-OID. TD Ameritrade won’t report tax-exempt OID for non-covered lots.

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Wash Sales

Wash sale tax reporting is complex. Here’s a short, simple summary of what wash sales are, where they apply, and who tracks what for tax purposes.

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Five Strategies for Tax-Efficient Investing

See ways to potentially improve your portfolio’s bottom line through tax-efficient investing with this article from third-party S&P Capital IQ.

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IRA Contribution Oops Moment? Here's Your Penalty Fix

Put too much into your Individual Retirement Account (IRA)? Part one of a two-part series on IRA tax law discusses using the Removal of Excess (ROE) contributions rule to avoid tax penalties.

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IRA Oops Moment, Pt. 2: Crunch Your Net Income Attributable

Part two of a two part series on Individual Retirement Account (IRA) tax law provides an in-depth look at calculating Net Income Attributable if you’ve over-contributed to your IRA.

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It's Tax Time Again! Six Tips to Max Tax Savings

If you’ve been filing taxes for several years now, you know the routine. Gather W-2s, 1099s, and other income documents for the revenue agents. And if you’ve been working…

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Late-Year Retirement Checkups = Great. Automating? Even Better

Is your retirement account ready for year-end? Give it a checkup and find out.

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Shielding Retirement Assets From Taxes

Learn about steps you can take that may save you and your heirs from tax headaches later on.

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Tax-Deferred Accounts: IRS Distribution Requirements

For anyone saving for retirement, individual retirement accounts (IRAs), employer-sponsored savings plans, and annuities are often the vehicles of choice, since all offer tax-deferred compounding. Yet for all three investment vehicles…

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Tax Liability in an IRA? Never Say Never

An Individual Retirement Account (IRA) is a tax-favored vehicle used to set money aside for retirement. With a traditional IRA, you may be able to deduct your contributions from taxable income…

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Tax Myth Buster: Corrected 1099s

Get an understanding of corrected 1099s—and why you may be getting them.

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The Alternative Minimum Tax – Not Just for the Wealthy

Get a general understanding of how the alternative minimum tax (AMT) works.

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It's Harvest Time: Potentially Grow Your Savings Using DRIP

If you’re not dependent on your dividend income, our Dividend Reinvestment Plan (DRIP) could potentially be a way to automatically grow your savings. Take a look.

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Traders: Time to Think About Tax-Smart, Year-End Moves

Before we know it, the little guy in the New Year’s diaper will pay us a visit. That means it’s time to start thinking about year-end trading that could impact your tax bill…

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Understanding Options Tax Reporting Info on Your 1099-B

This article is intended for option traders. Please excuse the option jargon! But even the savviest option traders can need a little help at tax time. If that’s you, listen up…

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Videos

Wash Sale Rule

A wash sale can be one of the more confusing rules when it comes to reporting your capital gains.

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Tax Efficient Investing

Managing investments for tax-efficiency is an important aspect of growing a portfolio

Play

Forms

IRS and Tax Forms

Get all of your important tax filing forms, all in one convenient place.

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2016 Tax Guide

Understand what you need to know about the new rules when it comes to taxes.

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5 Tax Prep To-Dos as You Hit Retirement

Nearing retirement? These five tax tips can help you get ready.

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Estate Planning Basics

Learn the basics of estate planning and examine tools to help you along the way with this course from third-party S&P Capital IQ.

Learn more Cloud
Five Strategies for Tax-Efficient Investing

See ways to potentially improve your portfolio’s bottom line through tax-efficient investing with this article from third-party S&P Capital IQ.

Learn more Cloud
Get Up to Speed on the New IRA Rollover Rule

The Internal Revenue Service announced it would significantly reinterpret regulations on 60-day rollovers for Individual Retirement Accounts starting in 2015.

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IRA Contribution Oops Moment? Here's Your Penalty Fix

Put too much into your Individual Retirement Account (IRA)? Part one of a two-part series on IRA tax law discusses using the Removal of Excess (ROE) contributions rule to avoid tax penalties.

Learn more Cloud
IRA Oops Moment, Pt. 2: Crunch Your Net Income Attributable

Part two of a two part series on Individual Retirement Account (IRA) tax law provides an in-depth look at calculating Net Income Attributable if you’ve over-contributed to your IRA.

Learn more Cloud
IRS and Tax Forms

Get all of your important tax filing forms, all in one convenient place.

Learn more Cloud
Late-Year Retirement Checkups = Great. Automating? Even Better

Is your retirement account ready for year-end? Give it a checkup and find out.

Learn more Cloud
Minimum Required Distribution Calculator

Determine the required minimum distributions for your traditional IRAs and tax-deferred savings accounts under IRS rules.

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Roth IRA Conversion Calculator

See the potential tax benefits of converting your traditional IRA to a Roth IRA, and consider if this may be right for you.

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Shielding Retirement Assets From Taxes

Learn about steps you can take that may save you and your heirs from tax headaches later on.

Learn more Cloud
Tax Efficient Investing

Managing investments for tax-efficiency is an important aspect of growing a portfolio

Play
Tax Filing Myth Buster: Brokerage Account 1099 Deadline

Find out when your 1099 really has to be postmarked – and why we might wait a little before we mail it.

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Tax Myth Buster: Do Corrected 1099s Mean Broker Mistakes?

Get an understanding of corrected 1099s—and why you may be getting them.

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Tax Off-Season: Changing Cost Basis Reporting Requirements

Prepare for changing tax law and cost basis requirements before tax season heats up.

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Tax Time: Are You Covered? Cost Basis Reporting

Your broker and cost basis reporting for taxes: Here’s what you need to know.

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The Alternative Minimum Tax – Not Just for the Wealthy

Get a general understanding of how the alternative minimum tax (AMT) works.

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Trading For a Living (Pt 2): Trader Taxes and Mark-to-Market

Learn about unique tax considerations for full-time traders that could potentially affect the bottom line.

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Understanding Options Tax Reporting Info on Your 1099-B

Take a brief foray into the options tax-reporting info on your 1099-B.

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Wash Sale Rule

A wash sale can be one of the more confusing rules when it comes to reporting your capital gains.

Play

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