Capital Gains Tax

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    How to Calculate Rental Property Appreciation for Income Tax Purposes

    A property’s appreciation is an increase in its value. When you invest in a rental property, you pay income taxes on its appreciation only when you sell the property. The amount of appreciation on which you pay income taxes is called the capital gain. Your capital gain ...

    How to Calculate Tax on Sold Shares

    When you sell shares of stock or other capital assets, you almost always end up with a gain or loss. The Internal Revenue Service insists that you report capital gains and pay taxes on them. You may use capital losses to offset capital gains or other income within IRS limits. ...

    What Is Considered Holding Long-Term for Stocks?

    The Internal Revenue Service considers stocks to be a capital asset. The market value of your stock can rise or fall without generating a taxable event, but once you sell your stock, the IRS gets involved. You will have either a capital gain or a capital loss, depending on ...

    How to Determine a Stock's Date of Death Value

    The value of stock on the date of the owner's death is required for a couple reasons – to value assets of the person's estate, and to calculate the cost basis. If you’re the executor of an estate, you’re allowed to value and report the estate’s assets. ...

    How to Figure Capital Gain on a Rental House

    Capital gains are always figured in the year you sell or dispose of a capital asset. The Internal Revenue Service categorizes rental houses as income-producing business property. This excludes rental homes from the gain exclusion reserved for personal residence sales – ...

    How to Figure How Much Tax Is Owed on a Stock You Sold

    When you sell a stock for more than you paid for it you make a profit. The Internal Revenue Service refers to this profit as a capital gain, and wants its fair share in the form of capital gains taxes. How much you pay in capital gains tax varies based on how long you owned the ...

    Does It Make a Difference How Short-Term & Long-Term Investments Are Accounted For?

    The profits you earn from short and long-term investments are taxed differently, so it is important to have a system to separate the two groups of investments. It is also likely that your short- and long-term investments result from different strategies, and you probably also ...

    Do You Need to Pay Capital Gains Tax on Inherited Property If Sold?

    Selling property you own can trigger capital gains tax, even if you inherited it. You typically need to know your original cost of the property in order to calculate a capital gain. Because you didn’t spend anything for inherited property, a different amount called a ...

    Do You Owe Taxes on Stock Sold From Reinvested Dividends?

    A dividend reinvestment plan for stock dividends provides an automatic path to compound growth of your stock investment. The challenge of dividend reinvestment is to keep track of the reinvestment amounts and the potential tax consequences of all of those reinvestment amounts. ...

    How to Pay Capital Gains Selling Inherited Stock

    The tax impact of selling stock you inherited is a little tricky, because you didn’t pay anything to acquire it. Capital gains tax normally is calculated by subtracting your cost from the sales proceeds. Your cost is called “basis.” A similar process applies to ...

    Do I Pay Any Taxes on Ginnie Mae Funds if I Buy & Sell the Same Year?

    If you earned a profit from the Ginnie Mae fund investment, you will be liable for some taxes. The length of time you owned the fund helps determine how much in taxes must be paid. As a bond fund, the Ginnie Mae fund can generate several different types of taxable income.

    Do You Have to Pay Taxes on Selling Gold?

    For tax purposes, selling gold is much like selling other capital assets in that you end up with a capital gain or loss. The Internal Revenue Service treats investments in gold and other precious metals a bit differently than it does investments such as stocks and bonds. The ...

    Do I Have to Report All My Stock Purchases & Sales if I Lost Money?

    When you sell stocks, your broker issues IRS Form 1099-B that summarizes your annual transactions. While you do not have to report money you lost because you do not pay tax on it, agents at the IRS expect to see details about your stock sales on your return, because Form 1099-B ...

    Taking a Loss on Useless Stocks

    When you’re left holding worthless stock, the sting is alleviated a little by taking a loss on your tax return for your cost to purchase the shares. You don’t need to report the reason for the stock losing all its value, but you need to know when you acquired it and ...

    The Tax Implications of Selling an Investment Property at a Loss

    Investment properties can be a great source of income in stable and growing markets. However, in declining housing markets the sale of an investment property might result in a loss. This results in a tax implication called a capital loss, which can be deducted on your tax ...

    Tax Liabilities When Investing in Gold

    The Internal Revenue Service considers gold and other precious metals to be capital assets for tax purposes. If you make a profit from investing in gold, your gain is taxable and must be reported on your income tax return. However, precious metals are taxed differently than ...

    Tax on the Sale of Precious Metals

    Investments in precious metals, such as gold, silver and platinum, are similar to other investments in that your holdings are capital assets, according to the Internal Revenue Service. The money you make or lose is a capital gain or loss. However, some special rules apply when ...

    Tax Treatment of REIT Payouts

    One reason the shares of real estate investment trust companies are popular is the high distribution payouts from many of these stocks. However, the distributions received from REIT shares are taxed differently than dividends from the shares of corporations. Consider the ...

    A Tax Treatment of a Return of Capital and Closed-End Funds

    The universe of closed-end funds offers a range of choices for investors looking for high-yield investments. These funds use a variety of strategies to enhance the income to investors, and these strategies produce different types of income under the tax rules. It is possible for ...

    Taxation of Split Stock Sales

    A stock split happens when a company you've invested in issues new shares, increasing the total number of shares you own. A "2-for-1" stock split means you receive one new share for each share you own. Companies usually split their stock to bring the market price down ...

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