Investment Income and Expenses

Topic Index


Publications

Related Publications

Publication 550 Investment Income and Expenses

Links Inside Publications

Publication 17 - Your Federal Income Tax (For Individuals) - Investment Interest

Publication 550 - Investment Income and Expenses - Investment Expenses

Publication 550 - Investment Income and Expenses - How To Report Investment Expenses

Publication 550 - Investment Income and Expenses - When To Report Investment Expenses


Forms and Instructions

Relevant Forms

2013 Form 1099-DIV Dividends and Distributions (Info Copy Only)
2013 Instructions for Form 1099-DIV
2013 General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
2012 Form 1099-DIV Dividends and Distributions (Info Copy Only)
2012 Instructions for Form 1099-DIV
2012 General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)

2013 Form 1099-INT Interest Income (Info Copy Only)
2013 Instructions for Forms 1099-INT and 1099-OID, Interest Income and Original Issue Discount
2013 General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
2012 Form 1099-INT Interest Income (Info Copy Only)
2012 Instructions for Forms 1099-INT and 1099-OID, Interest Income and Original Issue Discount
2012 General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)

Form 4952 Investment Interest Expense Deduction