Capital Gains and Losses : How to 'Exact Match' Your Broker Reportings, Revamp Your Cost Basis, and Optimize the 15% Tax Rate on Long-Term Gains

This tax guide to the many subtleties of capital gain and capital loss tax rules offers expert commentary to investors trying to avoid federal pitfalls when filing. Discussing the vital issues associated with investor tax, this resource covers the importance of matching broker and payer reportings, managing and reporting employee stock options, and claiming the 15 percent tax rate on qualified dividends. Particular attention is paid to the details necessary for completing such documents as Form 1099-B and Form 1065 (also known as Schedule K-1).