Invest in smarter tax filing. Keep more of your gains.
From stocks and ETFs to crypto and dividends, we help you file confidently and accurately.
Which investments are taxable?
The IRS treats capital gains, losses, dividends and interest from selling or trading stocks, ETFs, mutual funds, or crypto as taxable income.
The 4 forms you may receive from your brokerage/exchange:
Form 1099-B
For stocks, ETFs, and mutual funds. Issued by your broker when you sell or trade investments.
E.g. Robinhood, Fidelity, Charles Schwab
Start Filing
Form 1099-DIV
For dividends. Issued if your investments paid dividends — even if they were automatically reinvested.
E.g. Vanguard, Fidelity
Start Filing
Form 1099-INT
For interest income. Issued if you earned interest from a bank account, CD, or bond investment.
E.g. Ally Bank, E*TRADE, TreasuryDirect
Start Filing
Form 1099-DA
For crypto and digital assets. Issued by your crypto exchange to report your digital-asset sales and transfers.
E.g. Coinbase, Binance US, Kraken
Start Filing
Don’t stress — just submit what you receive.
You may receive one, a few, or all of these forms depending on where and how you invest. No matter which you get, just upload or enter them in TaxAct and we’ll handle the rest.
You may receive one, a few, or all of these forms depending on where and how you invest. No matter which you get, just upload or enter them in TaxAct and we’ll handle the rest.
You may receive one, a few, or all of these forms depending on where and how you invest. No matter which you get, just upload or enter them in TaxAct and we’ll handle the rest.
Don’t stress — just submit what you receive.
You may receive one, a few, or all of these forms depending on where and how you invest. No matter which you get, just upload or enter them in TaxAct and we’ll handle the rest.
What you’ll need to start filing:
1099 forms from your brokers, exchanges, or banks (1099-B, 1099-DA, 1099-DIV, 1099-INT).
Year-end summaries of sales, proceeds, and cost basis.
Records of crypto or stock transactions for any assets sold.
Documentation of investment fees or margin interest paid (if applicable).
What you’ll need to start filing:
1099 forms from your brokers, exchanges, or banks (1099-B, 1099-DA, 1099-DIV, 1099-INT).
Year-end summaries of sales, proceeds, and cost basis.
Records of crypto or stock transactions for any assets sold.
Documentation of investment fees or margin interest paid (if applicable).
Join over 750,000 investors who trust TaxAct to make filing simple.
Easy to understand directions
“We have multiple investment incomes and Tax Act covers them all. If you keep an account with them the following years are easier because they keep your information so all you have to do is enter the new years numbers.”
@Ecofriendly May 4, 2025
Made filing taxes easy
“I had a few different things come up last year and TaxAct was able to fill out the appropriate forms and guided me through the entire process. Took a lot of stress off me and I got back a good refund. Thanks.”
@David B May 25, 2025
Easy filing
@DJ01 Feb 26, 2025
Before you file, let’s talk deductions.
Know what to deduct and how to save
A quick look at common deductions and credits for investors, plus what you’ll want nearby before you start. Don’t worry if you don’t have it all yet — you can add details as you go.
Investment losses
Offset capital gains or deduct up to $3,000 in net losses.
Investment expenses
Limited fees like margin interest or advisory costs (where eligible).
Qualified dividends & long-term gains
Gains taxed at lower rates than ordinary income.
Crypto or stock losses
Carry forward unused losses to future years.
State and local taxes
If your state taxes investment income separately.
Tools made for investors
Whether you’re trading stocks, investing in crypto, or earning dividends, these resources can help you understand your taxes before you file.
Capital Gains Calculator
See how selling your investments could affect your refund or tax owed.
Try It Now
Ready to start filing your taxes?
Start FilingFrequently Asked Questions
Yes. All income from gig work must be reported; even if no one sends you a 1099 or W-2.
You can find more on how to handle that in our gig worker tax filing guide