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. 

Couple doing taxes
How Stock Options Are Taxed and 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): What It is, How It Works
Business Man Using Calculator
Tax Selling: What it is, How it Works, Tax Benefits
Stock market
Crystallization: Definition in Investing and How Tax Applies
Income
Phantom Income: What it Means, How it Works
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?
Taxes
Section 988: What it is, How it Works, Example
Substantially Identical Security: Definition and Wash Sale Rules
Businessman Grabs the Head
Realized Loss: What it Means, How it Works
An older adult works with a lawyer as they discuss their last will and testament.
What Is a Transfer Tax? Definition and How It Works With Inheritances
Small business owner calculates their equipment leasing losses that they are unable to claim on this year's tax return.
Suspended Loss: What it is, How it Works, Example
Passive Activity: What it Means, Considerations for Taxes
stock chart
Tax-Efficient Investing: A Beginner's Guide
Nontaxable Dividends: What it Means, How it Works
Capital Gains Treatment: What It is, How It Works, Examples
Recognized Gain: What it is, How it Works
Financial bar graph and line chart with numbers
Chargeable Gain: What It is, How It Works
Phantom Gain: What It Means, How It Works
Zero Capital Gains Rate: What It is, How It Works, Example
The Way You Title Your U.S. Savings Bonds Can Have Tax and Inheritance Consequences
Think Twice Before Buying Tax-Free Municipal Bonds
Adjusted Cost Basis: How to Calculate Additions and 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