Income
Identifying what income is taxable and what is tax-free and how to report income on your tax return is fundamental to maximizing your tax savings and minimizing your tax bill.
Taxable Wages, Salary, and Other Compensation
Reporting compensation, disability and workers' compensation, stock plans and optionsFringe Benefits
Insurance benefits, dependent care and adoption benefits, company cars, meal and lodging, and moreDividend and Interest Income
Reporting dividends, reporting interest income, premiums and discounts on bonds, and moreReporting Property Sales
Figuring capital gains and losses, holding period for capital assets, figuring your profit or loss, and moreTax Pointers for Investors in Mutual Funds
Investing in mutual funds, timing your investment, tax-exempt bond funds, and moreTax Savings for Investors in Securities
Security transactions, savings bonds, trading in securitiesTax-Free Exchanges of Property
Trades of "like-kind" property, personal property held for business or investment, time limits for deferred exchanges, and moreTax Savings for Residence Sales
$250,000/$500,000 exclusion, selling your home at a lossTax Guidelines for Real Estate Investments
Exchanging real estate without tax, timing your real estate property sales, foreclosures and abandonments of mortgage property, and moreRetirement and Annuity Income
Retirement distributions on Form 1099-R,401(k), 403(b), and government tax-deferred savings plans, reporting commercial annuities, and more
