Paper profits and losses are terms for unrealized gains and losses in investments. Learn how they differ from realized ...

axpayers pay an additional tax when their alternative minimum tax (AMT) liability exceeds their regular tax liability. In some cases, regular tax deductions and exclusions of income are not allowed ...

Each week, in our Ask the Editor series, Joy Taylor, The Kiplinger Tax Letter Editor, answers questions on topics submitted by readers. This week, she’s looking at questions on capital-loss harvesting ...

Capital gains tax is one of the few levies investors can see coming years in advance, which makes 2026 less a mystery and more a planning problem. The rules are already sketched out, the brackets are ...

What is tax-loss harvesting? “Tax-loss harvesting,” in its simplest form, is the sale of a capital asset at a loss to “mop up” tax that would otherwise be due on capital gain from the sale of another ...

If your crypto portfolio is down, tax loss harvesting is one of the easiest and most effective ways to reduce your tax bill while staying fully invested. This illustration photograph taken on November ...

Widely viewed as a cornerstone of disciplined risk management, tight stop-losses can sometimes work against investors’ long-term objectives.

I have had carryover losses for years now, only being able to deduct $3,000 a year and still have a lot of losses to deduct going forward. If I make an IRA withdrawal, can the tax on this withdrawal ...

Private equity (PE) firms play a critical role in revitalizing struggling businesses by providing, among other things, financial support and operational expertise. PE transactions are often driven by ...

The ruling clarifies that capital reduction involving foreign shareholders is treated as a transfer. FEMA compliance and tax ...