Home. Options. Taxation. Services. Contact. The Options Tax Guy
Presentation 1 - presented at the Spread Trade Systems conference in Chicago - March 2009
•  Overview of options taxation
•  Investor vs Trader tax status
•  Wash sale rules
•  Section 1256 Contracts
•  Tax return reporting
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Presentation 2 - presented at the OptionsAnimal Summit in Las Vegas - September 2009
•  Tax tips for do-it-yourselfers
•  Review of Investor vs Trader tax status
•  Mark-to-Market accounting
•  Trading in an Entity
•  Tax return reporting
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Presentation 3 - presented at the OptionsAnimal Summit in Dallas - April 2011
•  Securities taxation
•  Broker reporting requirements
•  Review of Investor/Trader/Mark-to-Market issues
•  Entity selection criteria
•  Trading in an Entity
•  Tax return reporting
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Each presentation illustrates general options taxation principles.  Presentation 3 provides particular trades and tracks those trades to a tax return.  For instance, how to get a multiple-month collar trade to your Form 1040 Schedule D or Form 4797.

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Presentations