capital gains

Tax-efficient ETF investing for beginners (capital gains, turnover)

Have you ever wondered how to grow your investment portfolio without getting hit hard by taxes? If you're new to ETFs, understanding concepts like capital gains and turnover might feel overwhelming. The good news is, mastering tax-efficient ETF …

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Form 3922 ESPP transfer reporting (basis, W-2, holding period)

Have you recently participated in an Employee Stock Purchase Plan (ESPP) and found yourself puzzled about how to handle Form 3922 for tax reporting? You're not alone—understanding the nuances of ESPP transfer reporting, including determining you…

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