Tax Tips for Your 2012 Return
Investors should take another look at their cost basis records, foreign tax credits, advisory fees, and any income that was spread to 2012 from a prior year's Roth conversion, says Investor Solutions' John Pitlosh.
Jason Stipp: I'm Jason Stipp for Morningstar.
It's Tax Relief Week on Morningstar.com, and today we are checking in on all the things that should be on investors' radars for 2012 and 2013. There are a lot of things that investors need to keep track of. Here to help us is John Pitlosh. He is a financial advisor and a tax expert at Investor Solutions.