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  2. Capital gains tax in the United States - Wikipedia

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

    Corporations with net losses of any size can re-file their tax forms for the previous three years and use the losses to offset gains reported in those years. This results in a refund of capital gains taxes paid previously. After the carryback, a corporation can carry any unused portion of the loss forward for five years to offset future gains. [10]

  3. Deferred tax - Wikipedia

    en.wikipedia.org/wiki/Deferred_tax

    For example, a tax asset may appear on the company's accounts due to losses in previous years (if carry-forward of tax losses is allowed). In this case a deferred tax asset should be recognised if and only if the management considered that there will be sufficient future taxable profit to use the tax loss. [2]

  4. Research & Experimentation Tax Credit - Wikipedia

    en.wikipedia.org/wiki/Research_&_Experimentation...

    Carry-forward and carry-back. The credits generated for the I.R.C. §41 can be carried forward 20 years and may be carried back 1 year. R&D Tax Credit Monetization

  5. Year-end financial checklist: Your guide to reviewing and ...

    www.aol.com/finance/financial-planning-checklist...

    2. Evaluate your investments and take your RMDs. The end of the year is an ideal time to review your investment strategy to make sure your portfolio is still on the right track to meet your goals.

  6. 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 ...

  7. Capital allowance - Wikipedia

    en.wikipedia.org/wiki/Capital_allowance

    Capital allowances is the practice of allowing tax payers to get tax relief on capital expenditure by allowing it to be deducted against their annual taxable income. . Generally, expenditure qualifying for capital allowances will be incurred on specified capital assets, with the deduction available normally spread over ma

  8. Here Are Two Major Social Security Changes Retirees Need to ...

    www.aol.com/two-major-social-security-changes...

    The annual COLA is meant to offset the effects of inflation. Whether it's food, clothing, or housing, it seems that the prices of most goods and services are steadily increasing. And it's even ...

  9. Foreign tax credit - Wikipedia

    en.wikipedia.org/wiki/Foreign_tax_credit

    The credit is generally limited to those taxes of a nature similar to the tax against which the credit is allowed (for example, taxes on net income after the allowance of deductions). [3] Rules defining taxes eligible for credit may refer to one or more of the following characteristics of such tax: