Cost Basis

Understand cost basis and any tax implications, so you can manage your tax liability.

tax loss harvesting tax filing tax planning
Cost Basis

Form 1099-B: Cost Basis and Options Trading

Learn what cost basis is, where to find it on Form 1099-B, and what option traders might expect with their Form 1099-B.

Taxes

Understanding the Wash Sale Rule

Not sure if you made any wash sales last year? Watch to learn about wash sales and how to report them.

Cost Basis

Save on Taxes: Know Your Cost Basis

What is your cost basis? Whether you're a newbie or seasoned investor, determining your tax cost basis can help you save on taxes. Here's how.

Bonds

Beware Taxes on Discounted Munis

Discounted municipal bonds could expose you to unexpected taxes. Here's what to know before you buy.

Taxes

Selling a Home? Beware Potential Capital Gains Tax

Record-high home prices could mean outsize taxes. Here's how to manage your cost basis to keep your tax liability as low as possible.

Taxes

Cryptocurrencies and Taxes: What You Should Know

Virtual currencies can result in real tax liabilities.

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Important Disclosures

The information provided here is for general informational purposes only and is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.

Investing involves risk, including loss of principal.

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Investing involves risks, including loss of principal. Hedging and protective strategies generally involve additional costs and do not assure a profit or guarantee against loss. With long options, investors may lose 100% of funds invested. Covered calls provide downside protection only to the extent of the premium received. Please read the options disclosure document titled "Characteristics and Risks of Standardized Options." Supporting documentation for any claims or statistical information is available upon request.

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