Investing and Taxes

How does the IRS define an investor?

The IRS defines an investor as anyone who buys and sells securities for the purpose of generating income from dividends, interest, and/or capital appreciation. As long as you are not conducting a trade or business with these securities, the IRS considers you an individual investor.


This is a web preview of the "The Handy Investing Answer Book" app. Many features only work on your mobile device. If you like what you see, we hope you will consider buying. Get the App