Tag Archives: Stocks

Employee Stock Purchase Plan

Today TaxMama hears from Rick in the Tax Quips Forum with set of questions. “I have a tax question about my company stock purchase plan. I elected to contribute ($5,000) to the plan last year and it runs from Oct 1, 2010 till Oct 1, 2011. The benefit of the plan is that I receive […]

Capital Gains Rates

Today TaxMama hears from TW in the TaxQuips Forum who wants an update. “Does any one know how much is the tax on stocks gains and dividends earned from stock.”

Senior Sound Of Music

  TaxMama adapted some of these.  I challenge you to add your own lyrics or stanzas.   Sung to the tune of…you know… Maalox and nose drops and needles for knitting, Walkers and handrails and new dental fittings, Bundles of tax returns tied up in string, These are a few of my favorite things.

IPO profits

Today TaxMama hears from Sam in New Jersey with this question. “My company did an IPO this year and I will quadruple my income based on my sale of stocks. These were options I exercised years ago, before the IPO. The exercise price was 1/20th of the sales price. How do I minimize my taxes […]

Income From Stocks

Today TaxMama hears from Anna in Oregon, who is worried. “We received a letter from the IRS. My husband did not file for 2006 and 2007 because he did not make any money from his stock. I did file mine though. In 2008, my husband had a stroke, he is currently disabled and gets SSI. […]