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Strategies & Market Trends
Income Taxes and Record Keeping ( tax )
An SI Board Since September 1997
Posts SubjectMarks Bans
5810 438 0
Emcee:  Zeuspaul Type:  Unmoderated
Introduction Compact
My first comment is to ALWAYS consult with a qualified and competent tax professional.

The intent of the thread is to assist traders and investors with their income tax understanding. I am not a tax expert. I have questions about capital gain and loss reporting that I hope others can help me with.
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5810Trump’s Tax Proposals: One Big Beautiful Bill Summary & Tax Changes blog.turInvestor2-July 21
58092025, 2026 Tax Law Changes turbotax.intuit.com Best wishes, I2Investor2-July 9
5808Further to my experience this year with NGL options and such, I spoke with Tax PElroy-4/7/2024
5807<i> where does it say the exercised 1256 option premium is not reflecteElroy-4/5/2024
5806Re: MLP exercised options There is different tax treatment of section 1256 contTheNoBoB-4/5/2024
5805<i> Exercised listed call/put options produce stock shares with a cost Elroy-4/4/2024
5804Re: MLP Options taxation For MLPs, which settle for the underlying with a cost TheNoBoB-4/4/2024
5803I'm fairly certain TD's method is wrong, I've asked them to change iElroy-4/4/2024
5802Only half joking. Its amazing how bringing up "I am going to have to see Privately-4/4/2024
5801You are making a joke, but I think I'm correct and they're doing the 109Elroy-4/3/2024
5800maybe you should drop a dime on TD to the IRS. maybe you could get whistleblowerPrivately-4/3/2024
5799I have discussed it at length with TD tax people. In each case the tax person IElroy-4/3/2024
5798I haven't a clue. I have never played in options for MLPs. MLP taxation is aPrivately-4/3/2024
5797Aah. my apologies NoBoB. I thought I had read back enough in the history to gePrivately-4/3/2024
5796Re: IRA triggering wash sales It seems to me that because the IRA is tax exemptTheNoBoB14/3/2024
5795Interesting. However, I've moved on to different tax issues. I'm mad aElroy-4/3/2024
5794Hi Elroy, There was a tax opinion (maybe 15 years ago?) I saw referenced (investPrivately-4/3/2024
5793Hi NoBoB, I realize I am commenting on an old post, but your answer confused mPrivately-4/3/2024
5792Hi A4I Fancy meeting you on this board. Just to stick my nose in your conversatPrivately-4/3/2024
5791Hello, I have a few about proper tax accounting for options on publicly traded Elroy-3/29/2024
5790You're welcome. Holler if you need more help. Always happy to jump in and reAffinity4Investing-3/18/2024
5789Ok, thanks for all your help. I'll take another look at my Schwab 1099.Patricia Meaney-3/18/2024
5788Your 1099 consolidated package tells you exactly what they provide to the IRS anAffinity4Investing-3/18/2024
5787Wow, there you go! Thanks! So I guess this is a thing now. I have a very largePatricia Meaney-3/18/2024
5786Please see if anything in the following helps you ttlc.intuit.comAffinity4Investing-3/18/2024
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