april

Explains what capital gains and losses are, the difference between short-term and long-term gains, how capital gains are taxed in 2025, and how capital losses can offset gains or reduce…

What are capital gains and losses?

Explains how cryptocurrency and other digital assets are reported on Form 1040, what counts as a digital asset, how the IRS taxes crypto as property, and how to answer the…

How do I report cryptocurrency on Form 1040?

Explains how to report gambling and lottery winnings, when Form W-2G is issued, IRS reporting thresholds for different types of gambling, and what to do if you didn’t receive a…

How do I report gambling or lottery winnings (W-2G)?

Explains what the SSA-1099 is, who receives it, why it’s required for federal tax filing, how to get or replace it, when it’s issued, and how it’s used on Form…

What is the SSA-1099 and how do I get it?

Explains how to upload official 1099 forms and crypto CSV files in the Investment income section, how trades are combined, and how to avoid double-counting taxable transactions.

How do I upload crypto tax forms and CSVs so my trades are consolidated correctly?

Explains how to upload your Form 1099-B so capital gains are matched correctly and reported on Form 8949 and Schedule D.

How do I upload my 1099-B so my gains are reported correctly?

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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