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.
:max_bytes(150000):strip_icc()/CapitalGainsTax-e7789cc983e14474abf5d3f345ff6c8a.jpg)
Capital Gains Tax 101
:max_bytes(150000):strip_icc()/459045601-5bfc38f6c9e77c00519e638d.jpg)
Long-Term vs. Short-Term Capital Gains
:max_bytes(150000):strip_icc()/high-school-students-5bfc2b8b46e0fb0083c07b7d.jpg)
What Is a Flow-Through (Pass-Through) Entity, Types, Pros & Cons
:max_bytes(150000):strip_icc()/capital_gains_tax.asp-Final-2add8822d04c4ea694805059d2a76b19.png)
Capital Gains Tax: What It Is, How It Works, and Current Rates
:max_bytes(150000):strip_icc()/shutterstock_6286552-5bfc2b3fc9e77c0026b4ebeb.jpg)
Are stock dividends and stock splits taxed?
Explore Investor Taxes
:max_bytes(150000):strip_icc()/thinkstockphotos-aa000745-5bfc3467c9e77c0026320847.jpg)
How Stock Options Are Taxed and Reported
:max_bytes(150000):strip_icc()/thinkstockphotos-144229773-5bfc2b3f46e0fb0083c06edd.jpg)
How Are Preferred Stock Dividends Taxed?
:max_bytes(150000):strip_icc()/GettyImages-655242786-038f5688f69840899bc4f35415351106.jpg)
How Restricted Stock and Restricted Stock Units (RSUs) Are Taxed
:max_bytes(150000):strip_icc()/148985994-5bfc2b96c9e77c00519aa74a.jpg)
Capital Gains Exposure (CGE)
:max_bytes(150000):strip_icc()/GettyImages-1086691530-26bb08323e864aea9ec46704225dcf57.jpg)
Tax Selling: What it is, How it Works, Tax Benefits
:max_bytes(150000):strip_icc()/GettyImages-172933942-9b3023022cc544f2bf07671feb630c51.jpg)
Crystallization: Definition in Investing and How Tax Applies
:max_bytes(150000):strip_icc()/income-5764dfbe73384c70a7bc9ad4d807572d.jpg)
Phantom Income: What it Means, How it Works
:max_bytes(150000):strip_icc()/156416606-5bfc2b8b46e0fb00517bdff7.jpg)
What Is a Non-Qualified Stock Option (NSO), and How Is It Used?
:max_bytes(150000):strip_icc()/housing_stocks_shutterstock_458528206_1-5bfc322c46e0fb0051bf11fd.jpg)
Do I Pay Capital Gains Taxes on a House That My Company Sells Back to Me?
:max_bytes(150000):strip_icc()/tax-468440_1920-e24cc6e5eed649668aea2babb4527e86.jpg)
Section 988: What it is, How it Works, Example
:max_bytes(150000):strip_icc()/investing4-5bfc2b8ec9e77c0026b4f956.jpg)
Substantially Identical Security: Definition and Wash Sale Rules
:max_bytes(150000):strip_icc()/GettyImages-1070550402-b417503411ed4a71b5cbe68a71c6469e.jpg)
Realized Loss
:max_bytes(150000):strip_icc()/writing-hand-pen-money-office-math-699519-pxhere.com1-689d978232b349a0b997494f7d98728a.jpg)
What Is a Transfer Tax? Definition and How It Works With Inheritances
:max_bytes(150000):strip_icc()/200393273-001-5bfc2b8bc9e77c0026b4f8ce.jpg)
Suspended Loss
:max_bytes(150000):strip_icc()/investing5-5bfc2b8e46e0fb0026016f0e.jpg)
Passive Activity
:max_bytes(150000):strip_icc()/GettyImages-1127245349_2000-2d3d08baf3cb400ca1f548e8f14ae561.png)
Tax-Efficient Investing: A Beginner's Guide
:max_bytes(150000):strip_icc()/147688989-5bfc2b9646e0fb005119b3a5.jpg)
Nontaxable Dividends
:max_bytes(150000):strip_icc()/200270955-001-5bfc2b8bc9e77c00517fd20f.jpg)
Capital Gains Treatment
:max_bytes(150000):strip_icc()/153221908-5bfc2b8c4cedfd0026c118f2.jpg)
Recognized Gain
:max_bytes(150000):strip_icc()/GettyImages-1201625775-2312a9b727a640ec9eef26f72cd9407b.jpg)
Chargeable Gain
:max_bytes(150000):strip_icc()/148985994-5bfc2b8c46e0fb0083c07ba8.jpg)
Phantom Gain
Zero Capital Gains Rate
:max_bytes(150000):strip_icc()/shutterstock_67023106-5bfc2b9846e0fb005144dd87.jpg)
Think Twice Before Buying Tax-Free Municipal Bonds
:max_bytes(150000):strip_icc()/business_building_153697270-5bfc2b9846e0fb0083c07d69.jpg)
Adjusted Cost Basis: How to Calculate Additions, Deductions
:max_bytes(150000):strip_icc()/bonds-lrg-5bfc2b234cedfd0026c104e7.jpg)
Will Your Home Sale Leave You With Tax Shock?
:max_bytes(150000):strip_icc()/thinkstockphotos_493208894-5bfc2b9746e0fb0051bde2b8.jpg)
Tax Implications of a Public Company Divestiture
:max_bytes(150000):strip_icc()/GettyImages-1036260966-69379651f54e464385cc2c49d4a884cb.jpg)
How Taxpayers Can Do a Legal Wash Sale