Investor Taxes

What you pay and when depends on the type of investment and a few other factors. Browse Investopedia's expert-written library to learn more. 

Explore Investor Taxes

How Stock Options Are Taxed & Reported
How Are Preferred Stock Dividends Taxed?
Businessman's Hands With Calculator at the Office and Financial Data Analyzing Counting on Wood Desk
How Restricted Stock and Restricted Stock Units (RSUs) Are Taxed
Capital Gains Exposure (CGE)
Business Man Using Calculator
Tax Selling
Stock market
Crystallization: Definition in Investing and How Tax Applies
Phantom Income
A young couple preparing their taxes.
What Is a Non-Qualified Stock Option (NSO), and How Is It Used?
Do I Pay Capital Gains Taxes on a House That My Company Sells Back to Me?
Section 988
Substantially Identical Security: Definition and Wash Sale Rules
Businessman Grabs the Head
Realized Loss
What Is a Transfer Tax? Definition and How It Works With Inheritances
Suspended Loss
Passive Activity
stock chart
Tax-Efficient Investing: A Beginner's Guide
Nontaxable Dividends
Capital Gains Treatment
Recognized Gain
Financial bar graph and line chart with numbers
Chargeable Gain
Phantom Gain
Zero Capital Gains Rate
Think Twice Before Buying Tax-Free Municipal Bonds
Adjusted Cost Basis: How to Calculate Additions, Deductions
Will Your Home Sale Leave You With Tax Shock?
Tax Implications of a Public Company Divestiture
Businesswoman Reading Graphs on Table
How Taxpayers Can Do a Legal Wash Sale