Stock Market Taxes Explained For Beginners

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[@Trump-rv4nz]

I hate taxes

[@clearvaluetax9382]

Thank you for getting here 1st Trump!

[@jogmas12]

@@clearvaluetax9382trump 1st 2024. ?????

[@qdood]

🧑‍🎄🍪

[@Trump-rv4nz]

@@clearvaluetax9382 Merry Christmas 🎁🎄

[@EmazingGuitar]

Georgia also announced income tax rates will drop every year for 5 years.

[@mashort07]

I love when the video thumb is of you smiling. Your channel is the greatest free education I’ve ever gotten.

[@BKRandy94]

As a tax preparer this was all great info to share with people. Since taxes impact just about everybody (keywords “just about”), I always encourage people to learn the basics for their own benefit!

[@clearvaluetax9382]

Thank you BK Randy for all the support! I appreciate it so much!

[@Theethan2929]

I would love to see an advanced tax series about the topics mentioned at the end including tax loss harvesting

[@rogerferguson3673]

Great video, simple explanation of taxes that fits 90 percent of us! 😊

[@shanshanlin3266]

This is so clear and helpful. Thank you Brian. I always learn so much from your videos. Happy holiday!

[@clearvaluetax9382]

Thank you for the feedback and support Shanshanlin! I appreciate it so much!

[@DIYPrecisionTool]

Can you please cover Dividends vs Royalties and Qualified vs non Qualified? Great content!!!

[@acepokemontrainer1]

Thank you Brian, appreciate the graphics on screen for an easy to follow format!

[@clearvaluetax9382]

Thank you for the feedback and all the support!

[@heartthatgirl]

I wish I had found your channel years ago but I’m glad I found it now. Thanks for sharing your knowledge, I’ve learned so much from you!

[@nathanwagester6665]

Brian thank you! These videos are extremely helpful. Especially since this is the first year I will be doing taxes with a substantial income. Soon it will hopefully be a substantial income as a small business. Anyways Hope you have a great holidays man!

[@clearvaluetax9382]

I wish you the very best in your small business endeavors Nathan!

[@socho2624]

He makes everything so easy to understand. With pictures, grapes, coloring and lettering, it’s just God send for someone like me who is just beginner in the field. It’s better than anything. 정말 감사합니다.

[@clearvaluetax9382]

Thank you for the support and kind words Socho!

[@michaeldew7904]

This may be the best summary I've heard on this topic. Thank you. The one addition I would make would be on the capital gains part. It's not closing COMPLETELY on the position. It's by individual purchase. It may have been awkward to explain, so it's good enough; but only 99% accurate.

[@clearvaluetax9382]

Yes, I didn’t want to confuse people. The 90% of people.

[@mov309]

I think I get smarter every time I watch one of your video.

[@aduncaroo]

I’m just here to say I appreciate this channel. Such great content for real people

[@clearvaluetax9382]

That is so kind of you! Thank you for all the support Aduncaroo!

[@rodrigojimenez3491]

Great video man. The visuals helped so much. Gracias my friend.

[@eliosnavarro]

Thank you for your videos man this clears up so much and its so easy to understand. 🙏

[@clearvaluetax9382]

Happy to help! And thank you for the support!

[@liveyourbliss808]

Awesome. Information that I needed! Thank you!

[@MrDiomer7]

Thank you for such an easy way of explaining it! Way easier process than I anticipated

[@rafaelrivera5007]

Very informative content. Appreciate you Brian you’re the best🙏🏽

[@RandomJ2023]

Amazing presentation man. You earned my Sub! Thank you!

[@cashflow68]

Very well presented. Thanks

[@karolynann4106]

Great video, just discovered your channel and subscribed after listening to some your stock market videos which explain things very well. Thank you so much!

[@crsrag007]

You put out such useful information. Great work as always 👍

[@MrDhucky10]

Thank you for this best 16min informational video!

[@clearvaluetax9382]

You're very welcome! And thank you for the support!

[@BraveheartPab]

Thank you so much Sir! Happy Holidays!

[@aldoa337]

I love this type of videos, very well explained and valuable. Thank you

[@clearvaluetax9382]

Thank you for all the support Aldoa! I appreciate it so much!

[@sabrinamartino9922]

This was great! Love all the info you put out there Brian

[@clearvaluetax9382]

Thank you for all the support Sabrina!

[@blexaarron]

This is why your name will be remembered. Thank you Brian and Merry Christmas!

[@clearvaluetax9382]

Thank you for all the support Blexaarron!

[@darrenjohnson9019]

The tricky part about long-term gains is if you are adding to your position throughout the year. The full year begins on the day of your last purchase if you want to sell it all after a year. 366 days

[@Arthur-qi7bo]

Wrong

[@genxx2724]

You don’t need to sell it all at the same time. In fact, that’s a risky thing to do. Better to DCA out.

[@genxx2724]

The holding period for each share beings on the day you purchased that share. You specify which shares you want to sell, or set it for FIFO - first in; first out. And why would you sell it all at once?

[@LandCruiser1958]

If you sell via “lots” you can get around this issue.

[@2cartalkers]

You are THE BEST! Keep up the GREAT job.

[@mariannehuston4050]

Very well explained Brian.....thank you for the simple and clear explanations!!!

[@clearvaluetax9382]

Thank you for the kind words and feedback Marianne! I appreciate the support so much!

[@musclesandcars3350]

Appreciate your information! 👊🏼

[@kenanishmael3328]

Awesome...Thank you. We will be waiting more new videos for Stock Market Taxes..

[@billyboy8772]

Thanks for being our Tax Professional.

[@clearvaluetax9382]

My pleasure and thank you for the support Billy!

[@marvailjennette6350]

Thanks so much for these videos.

[@user-sh8tw3jl6h]

Thank you so much for sharing your knowledge and making it very understandable. Would be interested in more advanced info on this subject.

[@qdood]

Merry Christmas to everyone

[@rosebloom2518]

Happy Friday Brian!!! Have an awesome day and a fantastic weekend! Happy Holidays!🎄🌟

[@clearvaluetax9382]

Happy Friday Rose Bloom!

[@tb100020161]

Love this content!! Thank you!!!

[@AceYamagucci]

Here I was stressing about my investment taxes, but it really isn't as complicated as I thought. Thank you!!

[@jsprngralltheway3959]

Awesome video! It was easy to undestand and very informative. Thank you.

[@antboesd6889]

This was great for us beginners. So clear and to the point. Thank you so much!

[@Qhhtreikibybrie]

Thank you for this video. I finally understand this topic.

[@clearvaluetax9382]

Glad it was helpful!

[@jaer5]

Great video. I always love all the visuals,

[@clearvaluetax9382]

Thank you for the feedback jaer!

[@quietstorm0908]

Thank you, Brian! 😊

[@1bannahpoam]

Bro one of my top 5 teachers on the tube.thank you for all

[@clearvaluetax9382]

Thank you for all the support 1bannahpoam!

[@lthage373]

Thank you for your clarity. I will watch more videos by you.

[@jaysonphillips-if2rk]

Thanks,you took the guesswork out of my questions,

[@daviddishno1226]

This was an excellent video that you made, " This type of video WILL help me". Thank you for all of you hard work. Don't change the direction of the videos you make! It's not broken, don't fix it!.

[@Roscoe_B]

Thanks again for your clear, concise manner of explaining things Brian...much appreciated.

[@clearvaluetax9382]

Thank you for all the support Roscoe!

[@joannafull3727]

Very informative. Thank you Brian.

[@punisher6659]

Thanks for your content as always.

[@clearvaluetax9382]

Thank you for the support Punisher!

[@shypuppy1025]

Thank you for this thorough video! Can you explain the tax implications from investing in index funds or ETFs in taxable brokerage accounts please…and ways to reduce taxable gains in those accounts??

[@poopgang96]

Thank you so much, we definitely need more informative videos like this

[@darnellw68]

Happy Holidays, Brian!!

[@peterlee244]

Crystal clear , thanks

[@RovshanMusayev]

That's a brilliant explanation, thank you very much 🙏

[@sd7635]

Love this!! You are awesome.

[@AdarylJohnson-qt9qn]

Appreciate your content!👍🏾

[@clearvaluetax9382]

Thank you for all the support!

[@robertharrelson5024]

Thank you for confirming that my understandings are correct.

[@cayenne767]

Thank you! Love your content! Do these rules apply to ETF’s?

[@purrmeowutah5501]

Thank you for this clearly explained useful infromation!

[@clearvaluetax9382]

My pleasure and thank you for the support!

[@angryidahobusdriver]

Good man’s!! Keep it up fam

[@elvisortegaortega3860]

Thanks for your time amigo Feliz navidad

[@ChristensenStringStudio]

This is so helpful. Thank you

[@amerikayollar9592]

Thank you Sir. I got all my questions answers 🎉

[@messiah1295]

Thank you for this great overview. I want try doing taxes on my own next year so I'll definitely be referencing this alot 😅

[@clearvaluetax9382]

Awesome! And I hope this helps.

[@marvelousetrader473]

love it. Great help!

[@bridgetb2022]

Great information. Thank you!

[@crtz1763]

Thank you, Brian! Love from California 😍

[@clearvaluetax9382]

Thank you for the CA shoutout! I wish you an excellent day and 2024!

[@nanshe3x]

This was so helpful. Thank you.

[@clearvaluetax9382]

I’m so happy to hear that and thank you for the support!

[@tobintang5792]

appreciate the info, thanks!

[@clearvaluetax9382]

Thank you for all the support Tobin!

[@SouthernContrarian]

So grateful for this information.

[@clearvaluetax9382]

I hope it helps!

[@koltvk9120]

Thanks for making this video. It's very informative.

[@Buzzard5]

Thanks for explaining this I was not sure when I would be doing anything

[@clearvaluetax9382]

I hope this brought some clarity Eugene!

[@taylorcarter707]

Really good video! Clear and concise.

[@clearvaluetax9382]

Thank you for the support Taylor!

[@Syrnyguy]

Great video simple to understand thank you

[@YoungMoneyFuture]

I love your channel, can't wait till you get 2M+ Subs!

[@clearvaluetax9382]

Thank you for all the support and I'm looking forward to that too! =)

[@MidnightToker_98]

Hi Brian, happy Friday & happy holidays!

[@clearvaluetax9382]

Happy Friday!

[@jprl2000]

Wow. Amazing education. Thank you!

[@clearvaluetax9382]

Thank you for all the support jprl!

[@Kevin-xd1pr]

Thank you for this very informative video! would you please explain IRS treatment of Margin Interest.

[@Litterbaux]

The one watch out I’ve experienced myself several times. Your tax documents can be amended by your brokerage after initial release. I never do my taxes before March 15th for this reason, I usually do them on April 1st. You’re usually safe by then.

[@Dahmer_Jeff]

3/15 is my bday. But taxes can be amended at any time I think up to 3 years later bro

[@Neelsworld2022]

Excellent excellent excellent. Lots of examples, covered all the scdenerios

[@eshfaqurkhan9760]

Hi, I love your financial videos. Keep them coming . Couple of questions for you, Q1: On the $3000 limit (loss) for taxable income deduction, if you are married and filing jointly, would the number go up?? if so how much?? Q2: If you re-invest the dividend on the same stock do you still pay taxes on the dividend for that year? Thanks

[@ThrillerALi]

@ClearValue Tax do these rules apply the same to crypto? In addition to switching between different crypto currencies?

[@geziwi3853]

Your videos are super helpful. Plz keep on demystify the intricacies of trades and stocks; Can you please provide us the insightful distinction on Option vs future vs Forex exchange vs crypto Which one do you recommend for beginners ?

[@victorioustrainings]

Thanks for the video is AMAZING how simple you made this! Can you explain allowed and disallowed wash sales?

[@stevec9669]

Very helpful. Thanks much.

[@dcontreras22]

Thank you for this educational video. Regarding dividends, how are they taxed when they're "dripped" back into the stock?

[@clearvaluetax9382]

They’re taxed when they DRIP back. It’s no different than receiving the dividend and you buying more of the stock. It’s a good question but it’s more of a convenience thing than a tax deferral thing.

[@BobRizz.]

Thanks Brian, this helps alot!

[@FarjameSosti]

Thank you Brian , would it be the same For Crypto? If not would you educate me on Crypto taxes?

[@kalyanashok3492]

Do the profits/losses we need to report for IRS/Taxes also include day trading and options or only stocks? Also, can we claim gains/losses on foreign stock investments like NIFTY/HKSE ?

[@shockingevents2749]

Thanks for this very helpful video

[@12michaelh]

Great video. Thank you

[@tonymoreno1703]

Thanks for the information. Question, is the 3k limit on capital loss limited to stocks or is that the overall limit you can claim for the calendar year? I have other investments (property) and wanted to know how claiming stock losses would impact other investments. Thanks again

[@clearvaluetax9382]

You can use all your capital losses (beyond $3k) to offset your other capital gains (whether they be from the stock market, crypto, art, properties, etc). If you have more capital losses than capital gains, then you are capped at using $3K of capital losses to offset your non-capital gain income (such as wage income, interest income, dividend income, business income). I hope that helps!

[@JamesJohnson-bz2zd]

Brian, you’re amazing bro!

[@clearvaluetax9382]

You rock James!

[@elliotthall5543]

Outstanding! Thank you.

[@southernbelle6564]

Thank you for your expertise!

[@clearvaluetax9382]

Thank you for the support Southern Belle!

[@richmeier]

This is the most clarified explanation video I’ve ever seen