Key Takeaways The documents needed to file taxes—including W-2s and 1099s—should start arriving by February. Your income level and the complexity of your situation will determine whether you file Form 1040 or 1040A. You’ll also attach certain schedules if you have itemized deductions, capital gains or losses, or are self-employed. The tax-filing process ranks up […]

Key Takeaways Update information on jointly-held accounts Collect benefits and update insurance and health care policies to reflect your single status Create a fresh long-term plan that considers your lifestyles and goals The transition period after a divorce or the death of a spouse is a time when weighty financial decisions about the rest of […]

Key Takeaways Most tax software programs can help you or your tax advisor create your Form 8949 Remember to adjust for wash sales where appropriate  Futures, forex, index options and other marked-to-market products may qualify for special tax treatment Note: TD Ameritrade does not provide tax advice. We suggest that you seek the advice of a […]