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  2. How is interest income taxed? - AOL

    www.aol.com/finance/interest-income-taxed...

    Treasury bills, notes, and bonds (these are taxed on the federal level but exempt from state and local taxes) ... the net investment income tax, which is a 3.8% tax on interest, dividends, capital ...

  3. What Are Exempt-Interest Dividends? - AOL

    www.aol.com/exempt-interest-dividends-160000703.html

    Exempt-interest dividends are a class of mutual fund distribution not subject to federal income taxes. They are uncommon, if not relatively rare, and only apply to specific funds that invest in ...

  4. Qualified and Nonqualified Dividend Tax Rates for 2024-2025 - AOL

    www.aol.com/finance/dividend-tax-rates-know-2023...

    You will report capital gains and dividend income — and losses — on Form 1040. If you claim more than $1,500 in taxable dividends, you will also have to file Schedule B (Form 1040).

  5. Alternative minimum tax - Wikipedia

    en.wikipedia.org/wiki/Alternative_minimum_tax

    otherwise tax exempt interest on bonds used to finance certain private activities, including mutual fund dividends from such interest, certain depreciation on pre-1987 assets, 7% of excluded gain on certain small business stock. Taxpayers may elect an optional 10-year write-off of certain tax preference items in lieu of the preference add-back.

  6. Adjusted gross income - Wikipedia

    en.wikipedia.org/wiki/Adjusted_gross_income

    Gross income is reported on U.S. federal individual income tax returns (Form 1040 series) type of income. Supporting schedules and forms are required in some cases, e.g., Schedule B [5] for interest and dividends. Income of business and rental activities, including those through partnerships or S corporations, is reported net of the expenses of ...

  7. IRS tax forms - Wikipedia

    en.wikipedia.org/wiki/IRS_tax_forms

    As of the 2018 tax year, Form 1040, U.S. Individual Income Tax Return, is the only form used for personal (individual) federal income tax returns filed with the IRS. In prior years, it had been one of three forms (1040 [the "Long Form"], 1040A [the "Short Form"] and 1040EZ – see below for explanations of each) used for such returns.

  8. Taxation of private equity and hedge funds - Wikipedia

    en.wikipedia.org/wiki/Taxation_of_private_equity...

    Structure of a private equity or hedge fund, which shows the carried interest and management fee received by the fund's investment managers. The general partner is the financial entity used to control and manage the fund, while the limited partners are the individual investors who receive their return as capital interest. [1]

  9. How to avoid paying taxes on Social Security income - AOL

    www.aol.com/finance/avoid-paying-taxes-social...

    Tax-exempt interest 50 percent of your Social Security income Add those amounts up, and if you’re under the threshold for your filing status, you won’t pay federal taxes on your benefit.