tasty Extras

Taxes for Options & Futures Traders: What You Need to Know

tasty Extras

Options involve risk and are not suitable for all investors. Please read Characteristics and Risks of Standardized Options before deciding to invest in options.

Filing taxes is daunting enough, let alone when you need to consider your trading returns! But have no fear! Kristi Ross is here to explain everything you need to know when preparing your taxes after trading options and futures. Find out what forms you need, how to access your tax information with tastyworks, trading as a business, and more!

Topics include:

  • Categories of Investors/Traders
  • Types of Products Traded
  • Tax Forms Received, Form 1099
  • Tax Treatment -- Long Term vs. Short Term, Options vs. Futures
  • Wash Sales & FAQs
  • Top 5 Tax Questions
  • Trading Losses: Reporting, Capital Losses, and Limits
  • Consolidated 1099 Form Guide from tastyworks

tasty Extras More installments

See All »

Latest tastytrade Videos As of October 20

Most Shared From the last 30 days