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18 Mar I sold stocks but I don’t know the cost basis. What can I do?

Posted at 05:01h in Ask NJMoneyHelp, Retirement, Taxes

You can follow the breadcrumbs to find what you need for your tax return....

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13 Jul How do we find the cost basis of this investment from many years ago?

Posted at 05:01h in Ask NJMoneyHelp, Taxes

There are several ways to track down the cost basis of an investment....

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04 Oct What happens to cost basis when you transfer stock from an IRA?

Posted at 05:01h in Ask NJMoneyHelp, Retirement, Taxes

If you take stock in a distribution, understand what changes for taxes....

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25 Apr How do I prove my tax basis when I sell my home?

Posted at 05:01h in Ask NJMoneyHelp, Real Estate, Taxes

There are several tax calculations to make when you sell a home. ...

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27 Dec What’s the cost basis for an inherited brokerage account?

Posted at 05:01h in Ask NJMoneyHelp, Estate Planning, Taxes

The value on the date of death is what's important here....

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19 Aug How do I calculate the cost basis for an inherited IRA?

Posted at 06:02h in Ask NJMoneyHelp, Retirement, Taxes

New Jersey doesn't make it easy to see what you owe in taxes. ...

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12 Dec What is my home’s cost basis after a divorce?

Posted at 06:02h in Ask NJMoneyHelp, Real Estate, Taxes

It will depend on the home ownership from your divorce settlement. ...

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15 Oct Using inherited stocks to pay for a wedding

Posted at 06:01h in Ask NJMoneyHelp, Taxes

The cost basis of inherited stocks is based on the date of death. ...

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18 Feb How do I value these IRAs for tax purposes?

Posted at 11:32h in Ask NJMoneyHelp, Taxes

A look at how IRAs are valued on your tax return....

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15 Jun Will I owe taxes if I consolidate my accounts?

Posted at 06:06h in Ask NJMoneyHelp, Retirement

Watch out for tax liabilities if you consolidate certain accounts....

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