The Options Tax Guy

The Options Tax Guy

Share

Options taxation, investor vs trader, mark to market, tax preparation Please email or give us a call.

There are many nuances to the taxation of options and stock assignments and exercises associated with options trading. We can help you wade through this taxation abyss by providing consulting regarding investor vs trader vs mark to market trader and compliance associated with each.

MTM Sec 475 & Sec 1256 Contracts 06/05/2024

Check out my blog post https://wix.to/3QrvRd5

MTM Sec 475 & Sec 1256 Contracts I receive a number of questions regarding the interaction between a mark-to-market trader who also trades IRC Section 1256 contracts ... abbreviated "Sec" henceforth.Sec 1256 contracts are defined as: • Regulated futures contracts • Foreign currency contracts • Non-equity options • Dealer eq...

Want your business to be the top-listed Accountant in Dallas?

Click here to claim your Sponsored Listing.

Location

Category

Address


10945 Estate Ln Ste 212
Dallas, TX
75238

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm