People invest with the hope of earning a return over time. But what happens when you choose to sell? Cost basis is key to understanding your tax obligations and the true profit of your investments.

Calculating the cost basis of cryptocurrency for tax purposes involves considering purchase prices, transaction fees and events such as hard forks or staking rewards. In the context of ...

Explore the meaning of "basis" in finance, focusing on its tax implications and role in investment transaction. Learn how it affects capital gains and cost analysis.

I sold a bit of stock in 2024. A lot was AAPL bought via options in 2012. E-Trade no longer has any documents from back then. Since then there have been a stock split or 3, and a bunch of dividend ...

The tax calculations required for cryptocurrency investments heighten your return’s complexity, and often lead taxpayers to make mistakes during the filing process. For crypto users who use multiple ...

Selling mutual funds? Choose the right cost basis method to manage taxes efficiently and maximize your gains. Explore strategies to prevent unexpected taxable events.

Q. I have an inherited IRA from my grandmother. I receive small Required Minimum Distributions (RMDs) annually since she passed in 2008. What is the cost basis of an inherited IRA for New Jersey? I ...

Advisors must navigate new wallet-to-wallet reporting, Form 1099-DA requirements, and digital asset estate planning ...

I may be off with the terminology but here is what I'm trying to do. I have downloaded all of my transactions for my retirement funds for the last few years. For each transaction, I have the number of ...

Q. I have an inherited IRA from my grandmother. I receive small Required Minimum Distributions (RMDs) annually since she passed in 2008. What is the cost basis of an inherited IRA for New Jersey? I ...