Trade to Return
How Do We Get All These Trades to our Tax Return?
Here we will illustrate some trades using a video presentation and then track those trades to a tax return.
Please note: These trades do represent actual stocks traded but are shown for illustrative and educational purposes only and in no way reflects a recommendation to trade these stocks.
Video 1 - A Covered Call adjusted to a Collar on Apple (AAPL)
Video 2 - Three Bull Puts on Amazon (AMZN), Netflix (NFLX) and Apple (AAPL)
Video 1 - Shows you how to report a "strategy" of starting out with a naked (cash-secured) put tha is assigned the underlying stock and traded through earnings - with a protective put for risk mitigation - with short calls and then exercised via a final short call.
Video 2 - Shows you how to report three Bull Puts on your tax return. Two of the bull puts expire worthless and one is closed early.