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  2. How to prep your investment tax documents for tax day - AOL

    www.aol.com/finance/prep-investment-tax...

    1099-B. This document reports capital gains and losses at a brokerage or crypto exchange, ... You’ll receive a 1099-DIV and 1099-B form from brokerages, typically by February 15 of each year. At ...

  3. Schedule D: How to report your capital gains (or losses) to ...

    www.aol.com/finance/schedule-d-report-capital...

    Schedule D also requires information on any capital loss carry-over you have from earlier tax years on line 14, as well as the amount of capital gains distributions you earned on your investments.

  4. IRS 1099 Tax Form Explained: Here’s Everything You ... - AOL

    www.aol.com/irs-1099-tax-form-explained...

    Form 1099-NEC replaces 1099-MISC as the form used to report independent contractor income. If you paid an independent contract $600 or more, you’ll need to file one.

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

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

    How capital gains and losses work. ... you’ll need to fill out IRS Form 8949 and Schedule D. ... Brokerage statements and tax forms like 1099-B are a good way to find this information.

  6. Capital gains tax in the United States - Wikipedia

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

    The Emergency Economic Stabilization Act of 2008 caused the IRS to introduce Form 8949, and radically change Form 1099-B, [13] so that brokers would report not just the amounts of sales proceeds but also the amounts of purchases to the IRS, enabling the IRS to verify reported capital gains.

  7. Form 1099 - Wikipedia

    en.wikipedia.org/wiki/Form_1099

    For a variety of reasons some Form 1099 reports may include amounts that are not actually taxable to the payee. A typical example is Form 1099-S for reporting proceeds (not gain) from real estate transactions. The Form 1099-S preparer will report the sales proceeds without regard to the amount of the taxpayer's "basis" in the real estate sold.

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