Investment Income and Expenses

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Publication 550--Investment Income and Expenses


Publications

Get This Publication

Publication 550 Investment Income and Expenses

Index for this Publication

PDF version of this Publication


Forms and Instructions

Relevant Forms

Form 8949 Sales and other Dispositions of Capital Assets
Instructions for Form 8949, Sales and other Dispositions of Capital Assets

Frequently Asked Questions

FAQ - Interest, Dividends, Other Types of Income

I cashed some Series E, Series EE and Series I savings bonds, how do I report the interest? Taxpayers may choose...

FAQ - Capital Gains, Losses, Sale of Home

I have investment property. What is my basis of the investment property? Basis is your investment in property...

FAQ - Capital Gains, Losses, Sale of Home

How are reinvested dividends reported on my tax return? Dividends that are reinvested on your behalf purchase...

FAQ - Capital Gains, Losses, Sale of Home

Should I advise the IRS why amounts reported on Form 1099-B do not agree with my Form 8949 for proceeds from...

FAQ - Capital Gains, Losses, Sale of Home

How do I figure the cost basis when the shares I'm selling were purchased at various times and at different...

FAQ - Capital Gains, Losses, Sale of Home

How do I compute the basis for stock I sold, when I received the stock over several years through a dividend...

FAQ - Capital Gains, Losses, Sale of Home

How do I report participation in a § 423 employee stock purchase plan on my tax return? A § 423 employee stock...

FAQ - Capital Gains, Losses, Sale of Home

I purchased stock from my employer under a § 423 employee stock purchase plan. Now I have received a Form 1099-B...

FAQ - Capital Gains, Losses, Sale of Home

How do I figure the cost basis of stock that has split, giving me more of the same stock, so I can figure my...

FAQ - Capital Gains, Losses, Sale of Home

Do I need to pay taxes on the additional stock that I received as the result of a stock split? No. In a stock...

FAQ - Capital Gains, Losses, Sale of Home

I received a 1099-DIV showing a capital gain. Why do I have to report capital gains from my mutual funds if...

FAQ - Capital Gains, Losses, Sale of Home

How do I calculate the average basis for the sale of mutual fund shares? In order to figure your gain or loss...

FAQ - Capital Gains, Losses, Sale of Home

If I used an average basis method for shares of one mutual fund I sold, do I have to use it for all mutual...

FAQ - Capital Gains, Losses, Sale of Home

How do I calculate the adjusted basis of mutual fund shares using the average cost method if the fund splits...

Tax Topics

Tax Topic 427

Stock Options. If you receive an option to buy stock, you may have income when you receive the option, when...

Tax Topic 429

Traders in Securities (Information for Form 1040 Filers). This tax topic explains whether an individual who...

Web Links

IRS.gov Web Site

Related Topic Links

Applicable Federal Rates (AFR)

Income Tax: Income and Expenses

Investment Income

Investment Income and Expenses