The Crypto & Investment Tax Desk
Crypto & Investment Tax Guides.
Capital Gains, Cryptocurrency Reporting & Tax Planning
Understand how taxes apply to stocks, ETFs, dividends, retirement accounts, cryptocurrency transactions, staking rewards, NFTs, and digital assets. Learn how capital gains taxes work and how to stay compliant with IRS reporting requirements.
Who this is for · Investors, crypto holders, traders, retirement savers, long-term investors
BROWSE ARTICLES
10 Articles
Jun 8, 2026
What Investment Income Is Tax-Free? Top Tax-Exempt Strategies
Want to keep more of your earnings? Explore the best strategies for generating tax-free investment income, including municipal bonds, Roth IRAs, and Health Savings Accounts (HSAs).
Jun 7, 2026
How Tax Loss Harvesting Works: Offset Gains & Lower Your Taxes
Discover how tax loss harvesting can significantly reduce your tax bill. Learn the strategy of selling losing investments to offset capital gains and minimize your overall tax liability.
Jun 6, 2026
How Are ETFs Taxed? Capital Gains & Dividend Tax Rules
Do you pay taxes on Exchange-Traded Funds (ETFs)? Learn the essential ETF tax rules, including how capital gains, dividend distributions, and the creation/redemption process impact your taxes.
Jun 5, 2026
Long-Term vs. Short-Term Capital Gains Tax Rates Explained
Compare long-term vs. short-term capital gains tax rates to maximize your returns. Understand the holding periods and learn how strategic investing can drastically lower your tax burden.
Jun 4, 2026
How Are Dividends Taxed? Qualified vs. Ordinary Dividend Rates
Not all dividends are taxed equally. Understand the critical difference between qualified and ordinary dividends, their respective tax rates, and how to optimize your dividend investing strategy.
Apr 5, 2026
Are Stablecoins Taxable? IRS Rules on USDC, USDT & Crypto Yield
Wondering if stablecoins like USDC or USDT are taxable? Learn how the IRS taxes stablecoin transactions, including earning yield, trading for other cryptos, and spending them on purchases.
Apr 1, 2026
What Happens If You Don't Report Crypto Taxes? IRS Penalties
Skipping crypto taxes is extremely risky. Understand the severe IRS penalties, the high risk of a tax audit, and the potential legal consequences if you fail to report your cryptocurrency gains.
Mar 28, 2026
How Are Crypto Losses Taxed? Deducting Crypto to Offset Gains
Don't let your crypto losses go to waste. Discover how to accurately report cryptocurrency losses on your tax return to offset capital gains and reduce your overall ordinary income tax liability.
Mar 24, 2026
Do You Pay Taxes on Crypto if You Don't Sell? IRS Rules
Holding crypto long-term? Learn the specific IRS tax rules for cryptocurrency investors and discover the scenarios where you might owe taxes even if you never sell or cash out your digital assets.
Mar 20, 2026
Are Wallet-to-Wallet Crypto Transfers Taxable? IRS Guidelines
Do you pay taxes when moving crypto between your own wallets or exchanges? Find out how the IRS treats crypto transfers and how to avoid triggering accidental taxable events.
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