Was 2020 a Messy Tax Year? Here’s What You Need To Know

Essential readings

4 min read

What So Many People Get Wrong About Tax-Loss Harvesting

7 min read

Navigating Taxes for the Self-Employed

4 min read

How to Get Ready for Next Year’s Taxes Today

How To Take Advantage of the Tax Benefits of QSBS

If you work at a company that’s recently gone public, you might be tempted to take up angel investing. And if you’re going to do that, it’s important to be familiar with the tax treatment of certain investments known as qualified small business stock, or QSBS. If you…

4 min read

How To Get Ready for Next Year’s Taxes Today

Whether you’ve already completed your 2020 tax return or you’re nearly there, you’re probably feeling a sense of relief and accomplishment now that tax season is drawing to a close. But don’t stop yet! You’ve got momentum, and now is a great time to get organized for next year’s taxes.

5 min read

8 Ways to Get Ready to File Your 2020 Tax Return

Editor’s note: On March 17, 2021 the IRS extended the federal filing and payment deadline for the 2020 tax year from April 15 to May 17. You can read more about it here. Tax season is here and it’s time to start thinking about your 2020 tax return. Dealing…

6 min read

How Employer-Granted Stock Options Can Impact Your Taxes

Getting stock options as part of your compensation is exciting – it means you have an opportunity to own part of the company you work for. At the same time, you might not be sure what impact stock options will have on your taxes. That impact depends on whether you’re…

5 min read

8 Ways to Get Ready to File Your 2019 Tax Return

Earlier this year, the IRS extended the deadline to file your 2019 tax return from April 15 to July 15, giving taxpayers three extra months to prepare their tax returns. Now, that deadline is almost here. Dealing with your taxes may seem daunting, but it doesn’t have to be. Here…

4 min read

Why You Should Consider a Portfolio Line of Credit at Tax Time

Few people look forward to filing their tax returns – especially if you owe the IRS money and aren’t sure where you’ll get the cash. If you find yourself in this position, you might wonder if you should borrow the money or sell some of your investments. Wealthfront’s Portfolio…