My Tax Handbook

Tax Guide

2008 Tax Guide (8.56MB)

Introduction

This comprehensive and informative website is a tool to assist you or your tax professional with the preparation of your 2008 tax returns. It contains examples, explanations, and illustrations from Internal Revenue Service (IRS) schedules to help you use your Tax Information Statement.

If your account was transferred to our firm during 2008, your Tax Information Statement only reports investment activity that occurred since you began doing business with us.

We hope you will find this reference guide to be a useful and effective tool in the preparation of your 2008 tax returns.

Read Before You File

If you held a mutual fund, real estate investment trust (REIT), or unit investment trust (UIT) in 2008, we may send you a revised tax information statement. Please be aware that not all issuers made their final distribution information available until after January. See the Dividends and Distributions section of this site for more information.

Additional Information

IRS Website

Contents

Important Information for Preparing Your 2008 Income Tax Return

Introducing Your Tax Information Statement

General Information About Your Tax Information Statement

Regulated Futures Contracts IRS Form (1099-B and 6781)

Proceeds From Broker and Barter Exchange Transactions (IRS Form 1099-B)

Interest Income (IRS Form 1099-INT)

Dividends and Distributions (IRS Form 1099-DIV)

Capital Gain Distributions (IRS Form 1099-DIV)

Margin Interest Expense

Original Issue Discount (IRS Form 1099-OID)

Calculation and Adjustment of Original Issue Discount (IRS Form 1099-OID)

Additional Information

Municipal Tax-Exempt Interest and Municipal Original Issue Discount

CDOS, CMOS, REMICS and WHMTS

Retirement Account Distribtions - IRS Form 1099-R

Disclaimer: This web site is not intended to provide tax advisory services. We suggest that you consult your tax professional to discuss the appropriate federal, foreign, state, and local tax treatment of your transactions. This guide, as well as your Tax Information Statement, is solely intended to assist you in accumulating data to prepare your income tax returns and should not be construed or relied upon as tax advice. All amounts and transactions displayed in this guide are only illustrations and do not represent actual transactions. Accordingly, no guidance should be inferred as to any specific transaction from the illustrations in this guide.


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