[Event] Ask the Experts: Investments: Stocks, Crypto, & More

Join us on Wednesday, July 16th any time between 9:00 am and 5:00 pm Pacific Time for our latest installment of our Ask the Experts event series. Do you have questions on capital gains or losses? Whatever your investment-related questions are, we hav... read more

Advice about filing a 1040ES for the first time during your first year of retirement with living off of $55,000 of Capital gains and no IRA withdrawals

Wash Sale - Like in Kind

Hello Experts, How can you tell what ETFs might trigger wash sales rules for like in kind between selling and repurchase in 60 days? If two premium income ETFs which are focused on producing income through options but make option calls on different s... read more

No records to document adjustments to basis

I am planning to sell a home I’ve owned for more than 30 years. For a number of those years when I was living overseas, more than 20 years ago, I rented the house to tenants and claimed depreciation. I do not have records to document how much depreci... read more

Capital Gains

Hi,I am in a tipped position and I earn around $100,000/year including my tips. I know they recently passed no federal income tax on $25k of tips. Not sure how that works yet. I currently have $24,480.74 long term capital gains for this year. I contr... read more

sale of rental property

how do i estimate what i will owe for depreciation capture and capital gains

Capital Gains on Home Sale

I bought a NYC coop 11 years ago as my primary residence, in Oct. 2020 I was laid off due to the pandemic, I then moved in Sept 2021 to upstate NY and moved in with family. I am now selling my coop and should close by Sept. 2025. May I take a $125K e... read more

When and what rate will my SS be taxed

MFJ, I am retired and started receiving SS in February 2025. My wife has an income of $35k/yr. We have A LOT of investment dividends. We are currently only having tax withheld on my wife's income via her W4. Should we be sending in quarterly tax paym... read more

section to show tax calculation on capital gain/loss

I file through Turbotax but for my stocks investiments, everything is calculated after uploading the docs. Is there a way to see the brakes for what was short/long term, loss/gain, loss carried oevr from last year so one can understand what happened ... read more

net capital loss for the year

If my short term stock gain for the year is $10,000, accordingly loss of $15,000, and I have interest gain from saving account in the amount of $1000.How the taxes are calulated in such case? consediring my overall net capital loss of 5,000 (15,000-1... read more

crypto losses

Is it true that we can take a loss on crypto, and buy back in on the same coin/token without waiting the 30 days required for stock repurchase? What is the maximum loss that can be applied in a given year to offset gains?

Tax efficient dividends, derivatives, stock

How can I determine which stock, dividends and derivatives will be the most tax efficient investments with regard to end of the year taxes

Is capital gain/loss calculated across multiple accounts and investments?

For example, if I have an investment account with Fidelity where I gained $2,500 from selling one stock and lost $2,000 from selling another stock, and at the same time, I have a Coinbase account holding crypto where I sold one crypto at a loss of $1... read more

Capital gains from selling a house where lived in and rented out

When selling a house where you have lived in it less than 2 years, and rented it out for several years subsequently, how can you best avoid capital gains tax? Is there anything other than taking partial exclusions that you can do? When pay the capita... read more

Is there a tool available to calculate capital gains and losses?

Is there a tool available to calculate capital gains and losses so that I can plan for the end of the year by harvesting losses and avoiding taxes on gains?