7 posts tagged with stock and taxes.
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Financial planner in the Bay Area & knotty tax problem I'm afraid of!

I'm looking for a fee-based financial planner in the Bay Area to help me figure out one simple problem, and one knottier one. I have about $10k in CDs, and I'd like to invest it in a slightly smarter, similarly low-risk way (probably index funds) that I can add to slowly and in (relatively) small increments. I'd probably also like to start a 401k. Unrelatedly, as a child I was gifted $3k in shares of a single bluechip stock that I've never touched, and it's accrued value gradually but steadily over several decades. Recently, talking to a wiser friend, she pointed out that I've never paid taxes on it! I'm not sure how to deal with that, but probably can't avoid it much longer! How money works is confounding to me; I come from a working class background and am good at saving, but not saving wisely. Anyway, I'm primarily looking for financial planner suggestions, but if you've dealt with related stock/tax issues please share your experience and advice! Throwaway: infernalsockpuppeteer@gmail.com if you'd prefer.
posted by anonymous on Oct 14, 2014 - 11 answers

Notice of Grant of Stock Option?

I've received a "notice of grant of stock option" from the company I work for, with a place for me to sign. [more inside]
posted by zeek321 on Feb 25, 2014 - 13 answers

How does transferring and selling stock affect one's taxes?

Question for a friend living in the US who is wondering about transferring and selling stock and its effect on taxes and tax bracket. His grandparents gave him some stock shares as a gift when he was a child in care of his parents. He would now like to transfer the stock to his own name and sell it to pay for school this year. How will this affect his taxes for the 2011 year? [more inside]
posted by Hey nonny nonny mouse on Jan 19, 2011 - 3 answers

Didn't file 1099B correctly last year, got a letter

About two years ago I got into the stock market. I bought and sold a few stocks, ended up losing a few hundred dollars overall. I discovered a year later that I had to file a 1099B, but I wasn't really clear on the concept and couldn't figure out how to do it online, so I didn't get it done until like half a year after I had filed my regular taxes. [more inside]
posted by anonymous on Apr 30, 2010 - 6 answers

Taxes on a Slightly Complicated Stock Market Play

How does one handle the tax situation when frequently buying/selling small stakes of a stock in which you are also holding a long term large stake? [more inside]
posted by jimmyjimjim on May 30, 2009 - 4 answers

Ever been in an investment partnership?

Tell me about your experience with investment partnerships. (Multiple questions inside.) [more inside]
posted by ijoshua on Jan 26, 2008 - 2 answers

Roth IRA Niceties

Are there tax consequences from buying and selling stock within a Roth IRA? [more inside]
posted by bink on Oct 14, 2006 - 2 answers

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