Tax Resources for Active Traders and Investors

Understand the most challenging tax issues...

Traders and investors alike have some unique challenges when it comes to preparing their taxes, and most of the information found on the Internet on this subject is misleading or simply incorrect.

In addition, online brokerages offer little or no guidance in this area. Therefore, we put together these resources and comprehensive trader tax guides. We have tried our best to explain in clear, simple language the many issues facing traders and investors come tax time.

Brokerage Form 1099-B

Wash Sales

IRS Schedule D and Form 8949

Mark-to-Market Accounting

Tax Rules for Options Trading

Other Tax Topics for Traders

Please note: This information is provided only as a general guide and is not to be taken as official IRS instructions. Cogenta Computing, Inc. does not make investment recommendations nor provide financial, tax or legal advice. You are solely responsible for your investment and tax reporting decisions. Please consult your tax advisor or accountant to discuss your specific situation.