EDUCATION AND RESOURCES
FOR YOUR JOURNEY TO
TRADING SUCCESS

TRADER TAXES

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.

FORM 8949

Learn the purpose of Form 8949 and Schedule D. Find out how to accurately produce these tax reports for capital gains and wash sales.

FORM 1099-B

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.

WASH SALES

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.

TRADER TAX STATUS

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.

OPTIONS TRADING TAXES

Read about special tax rules and adjustments required for options trading when sold, expired, or exercised.

ETFS / ETNS

Understand tax treatment for exchange-traded funds and notes. Learn what to do if you receive a K-1, and about volatility products.

FUTURES / SEC. 1256

Futures and other qualified Section 1256 Contracts can benefit traders with often-preferred tax treatment, learn more.

CRYPTOCURRENCY

Crypto has been a hot market and taxation is quickly evolving. Learn what traders need to know about virtual currency tax reporting.

HOW TO PREPARE TRADER TAXES

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.

FIND A TRADER TAX CPA

Coming Soon: Directory of CPAs specializing in trader taxes.

TRADER SUCCESS

Successful trading doesn’t happen by chance. Acquire knowledge, skills, and tools that can help you.

CHOOSING THE RIGHT BROKER

You can’t trade the markets without a brokerage account. But choosing the wrong broker could cost you. Let’s help you make the right choice.

TRADERS MARKETPLACE

Find products and services to help you become a more successful trader, from our third-party partners.

TRADELOG EVENTS

We offer free educational events – live and recorded – to help you gain insights on every phase of your trader journey of learning.

Introducing TradeLog 20!
Avoiding Wash Sale Disasters
Trader Strategy & Execution Showcase

TRADELOG BLOG

Read our latests posts and stay up-to-date on news and topics for trader taxes and education.