Tax Lot Accounting

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Dictionary Says

Definition of 'Tax Lot Accounting'

A record keeping technique that traces the dates of purchase and sale, cost basis, and transaction size for each security in your portfolio, even if you make more than one trade in the same security.
Investopedia Says

Investopedia explains 'Tax Lot Accounting'

The goal is to minimize the net present value of your current taxes by deferring the realization of capital gains and recognizing losses sooner.
Search results for

'Tax Lot Accounting'

  • Using Tax Lots: A Way To Minimize Taxes

    http://www.investopedia.com/articles/05/taxlots.asp
    ... Track securities by tax lot. If you keep accurate accounting (cost basis info) of
    all your purchases, you can sell your highest cost positions first. ...

  • 7 Year-End Tax Planning Strategies

    http://www.investopedia.com/articles/tax/09/offset-capital-gains.asp
    ... Typically, this is done by telling your financial advisor or broker that you would
    like to sell a specific tax lot rather than the usual accounting method of ...

  • A Look At Accounting Careers

    http://www.investopedia.com/articles/financialcareers/08/accounting.asp
    ... There's a lot more to accounting than just crunching ... These days, accounting is very
    team-oriented. ... individualized solutions to their unique tax and accounting ...

  • 6 Corporate Tax Loops Obama Wants To Close - Investopedia.com

    http://financialedge.investopedia.com/financial-edge/0311/6-Corporate-Tax-Loops-Obama-Wants-To-Close.aspx
    ... Accounting For Differences In Oil And Gas Accounting.) 5. Paid ... source of oil or gas
    takes a lot of research ... your oil company should receive a tax deduction for ...

  • Making Sense Of The Tax Code

    http://www.investopedia.com/articles/tax/09/tax-codes-rules-regulations.asp
    ... Hiring one of these professionals will save you a lot of time and (hopefully) a
    lot of headache. To find a tax professional in your area, visit the National ...

  • Safe Tax Planning For High-Net-Worth Filers

    http://www.investopedia.com/articles/taxes/09/affluent-tax-planning.asp
    ... (For more on this, see Are The Deferred Earnings Of An IRA Subject To FICA Taxes?)
    Another underutilized tax reduction technique is "tax lot matching". ...

  • Don't Let Inaccurate Tax Forms Get You Audited!

    http://www.investopedia.com/articles/tax/10/inaccurate-tax-forms.asp
    ... April 12 2010 | Filed Under ยป Accounting, Personal Finance, Taxes. It's a common
    belief among taxpayers that if ... Correcting a tax form can be a lot of work ...

  • How To Decipher Accrual Accounting

    http://www.investopedia.com/video/play/accrual-accounting
    ... Accrual accounting is an important method of measuring the performance ... billionaires
    who are responsible for a lot of Facebook's ... Top 10 Home Business Tax Tips. ...

  • Personal Income Tax Guide: 6 Overlooked Deductions And Credits ...

    http://www.investopedia.com/university/personal-income-tax-guide/tax-guide5.asp
    ... One Half of Self-Employment Tax Being your own boss has a lot of perks, but having
    to pay double what W-2 employees pay for the FICA payroll tax is not one of ...

  • Personal Income Tax Guide: Common Filing Mistakes | Investopedia

    http://www.investopedia.com/university/personal-income-tax-guide/tax-guide6.asp
    ... When it comes to filing your tax return however, this bravado can easily lead to
    big-time ... is to pay an expert a relatively small amount in order to save a lot. ...

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