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Section 988
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摘要: A financial transaction involving a capital loss or gain on an investment held in a foreign currency. A Section 988 transaction relates to IRS Section 988, which was applied to all tax years after Dec[阅读全文:]

Security Deposit
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摘要: A monetary deposit given to a lender, seller or landlord as proof of intent. Security deposits can be either refundable or nonrefundable, depending on the terms of the transaction. As the name implies[阅读全文:]

Self-Employed Person
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摘要: An independent contractor or sole proprietor who reports income earned from self-employment. Self-employed persons control who they work for, how the work is done and when it is done.


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Self-Employment Tax
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摘要: A tax imposed on self-employed people, who must pay this tax in order to receive social-security benefits upon retirement.

The self-employment tax may be reduced if the person also pays [阅读全文:]

Separate Return
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摘要: A separate Form 1040, or a variant thereof, filed by a married taxpayer who is not filing jointly. A separate return is usually filed either by a married couple who are divorcing or by a married coupl[阅读全文:]

Series 39
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摘要: A two-hour exam offered by the Financial Industry Regulatory Authority (FINRA) that tests a person's knowledge of how direct participation programs (DPPs) are structured, how to manage registered rep[阅读全文:]

Settling-In Allowance
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摘要:

Money given to a person who has relocated for work to help them meet their immediate financial obligations upon moving. The settling-in allowance may be given as a lump sum or may be reimbursed upo[阅读全文:]

Section 1256 Contract
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摘要:

A type of investment defined by the Internal Revenue Code (IRC) as a regulated futures contract, foreign currency contract, non-equity option, dealer equity option or dealer securities futures cont[阅读全文:]

Schedule A
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摘要: A U.S. income tax form used by taxpayers to report itemized deductions, which can help reduce an individual's federal tax liability. Expenses that can be itemized and claimed on the form include medi[阅读全文:]

Schedule D
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摘要: A U.S. income tax form used by taxpayers to report their realized capital gains or losses. Investors are required to report their capital gains (and losses) from the sales of assets, which result in [阅读全文:]