Tax

Stock market volatility has some investors thinking about putting some money into bonds, which historically have offered relatively stable prices. One key decision facing bond market investors is whether to choose regular, taxable bonds, or tax-exempt municipal (muni) bonds. (This discussion concerns investments in taxable...

Partnerships: File a 2018 calendar-year return (IRS Form 1065). Provide each partner with a copy of Schedule K-1 (IRS Form 1065), Partner’s Share of Income, Deductions, Credits, etc., or a substitute Schedule K-1 (IRS Form 1065). If you want an automatic six-month extension of time...

Generally, patient investors prosper over the long term. Nevertheless, there are many reasons for selling stocks. Knowing the basics can help improve your tax position. Selling shares held in a taxable account will trigger taxable capital gains or losses, unless the sale proceeds are exactly the...