Are you a tax-efficient investor? Here’s how to read your brokerage tax forms and look for red flags on gains, losses and crypto

The taxes you pay on dividends, interest and capital gains could be dragging down your overall investment performance.

• 2023-02-23
• Tynisa Gaines tax return tax preparation interest income investment tax tax returns tax burden tax liability

Watch out for these tax red flags: crypto, investment losses and even gains

After last year’s disruptive tax season full of temporary COVID-19 rule changes and other complications, the 2022 filing season is almost sleepy in comparison, especially for investors. If you’ve earned any money from investing, you should get a 1099 from the financial institution holding it – that even goes for crypto and for amounts that seem too small to merit a tax form.

• 2023-02-22
• Tynisa Gaines tax preparation interest income tax form tax burden dividends tax liability