EDUCATION AND RESOURCES
FOR YOUR JOURNEY TO
Traders and active investors have unique challenges preparing their taxes, and most information found on online is misleading or simply incorrect. Brokerages offer little or no guidance in this area. So, we put together these resources and trader tax guides to explain in clear, simple language the issues facing traders and investors at tax time.
Learn the purpose of Form 8949 and Schedule D. Find out how to accurately produce these tax reports for capital gains and wash sales.
See why most traders and active investors cannot rely on 1099-B alone for tax reporting. We’ll explain what’s reported and why it’s often inadequate.
Understand the wash sale rule and how it affects your trading and investing. Learn how traders take control of wash sales to minimize potentially harmful tax results.
Is Trader Tax Status for you? Learn what’s involved in the Section 475f election and mark-to-market accounting. Understand how to report Form 4797 for gains/losses.
Read about special tax rules and adjustments required for options trading when sold, expired, or exercised.
Understand tax treatment for exchange-traded funds and notes. Learn what to do if you receive a K-1, and about volatility products.
Futures and other qualified Section 1256 Contracts can benefit traders with often-preferred tax treatment, learn more.
Crypto has been a hot market and taxation is quickly evolving. Learn what traders need to know about virtual currency tax reporting.
Trader taxes are one of the most complex parts of US tax law. In this topic we explain some essential basics, potential problems, and important steps for preparing accurate trader tax reporting.
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Read our latests posts and stay up-to-date on news and topics for trader taxes and education.
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