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  2. Capital gains vs. investment income: How they differ - AOL

    www.aol.com/finance/capital-gains-vs-investment...

    However, interest from state-issued municipal bonds may be tax-exempt if issued in your home state. Regardless of whether interest income is taxable or tax-exempt, it must be recorded on your tax ...

  3. Qualified and Nonqualified Dividend Tax Rates for 2024-2025 - AOL

    www.aol.com/dividend-tax-rates-know-2023...

    Dividends from stocks, ETFs and mutual funds may also be classified as qualified. ... IRS form 1099-DIV helps taxpayers to accurately report dividend income. When tax professionals and finance ...

  4. How government bonds are taxed - AOL

    www.aol.com/finance/government-bonds-taxed...

    Short-term gains from bonds held for less than a year are taxed at your ordinary income tax rate, while long-term gains from bonds held for more than a year are taxed at a lower rate, typically ...

  5. Capital gains tax in the United States - Wikipedia

    en.wikipedia.org/wiki/Capital_gains_tax_in_the...

    From 1998 through 2017, tax law keyed the tax rate for long-term capital gains to the taxpayer's tax bracket for ordinary income, and set forth a lower rate for the capital gains. (Short-term capital gains have been taxed at the same rate as ordinary income for this entire period.) [ 16 ] This approach was dropped by the Tax Cuts and Jobs Act ...

  6. Dividend tax - Wikipedia

    en.wikipedia.org/wiki/Dividend_tax

    In Japan, there is a tax of 10% on dividends from listed stocks (7% for Nation, 3% for Region) while Jan 1st 2009 - Dec 31 2012, by tax reduction rule. After Jan 1st 2013, the tax of 20% on dividends from listed stocks (15% for Nation, 5% for Region).

  7. Participation exemption - Wikipedia

    en.wikipedia.org/wiki/Participation_exemption

    In any accounting period, a company may pay a form of corporate income tax on its taxable profit which reduces the amount of post-tax profit available for distribution by dividend to shareholders. In the absence of a participation exemption, or other form of tax relief, shareholders may pay tax on the amount of dividend income received.

  8. How to deduct stock losses from your taxes - AOL

    www.aol.com/finance/deduct-stock-losses-taxes...

    Here are the ground rules for what the IRS will allow you to do with capital losses when filing your taxes. ... ordinary income tax rate versus the generally preferable long-term capital gains ...

  9. Alternative minimum tax - Wikipedia

    en.wikipedia.org/wiki/Alternative_minimum_tax

    Each year, high-income taxpayers must calculate and then pay the greater of an alternative minimum tax (AMT) or regular tax. [9] The alternative minimum taxable income (AMTI) is calculated by taking the taxpayer's regular income and adding on disallowed credits and deductions such as the bargain element from incentive stock options, state and local tax deduction, foreign tax credits, and ...