option expired |Form 8949 Capital Gain & Wash Sales calculator software

Adjust Options


TradeMax provides you with a powerful function to adjust your options .

  • Option Assigned Option Assigned happens when short stock options positions opened by an options writer is assigned for fulfillment. The short options positions disappear and the options writer sells the underlying stock if call options were written or buys the underlying stock if put options were written. Assignment can happen randomly for short in the money options before expiration even though assignment is mandatory for short in the money options during options expiration in what is known as an Automatic Assignment.
  • Option ExercisedSince all option contracts give the buyer the right to buy or sell a given stock at a set price (the strike price), when an option is exercised someone exercised their rights and you may be forced to buy the stock (the stock is put to you) at the PUT option strike price, or you may be forced to sell the stock (the stock is called away from you) at the CALL option strike price
  • Option Expired For an option contract , expiration is the date on which the contract expires. The option holder must elect to exercise the option or allow it to expire, and become worthless..

    Typically, option contracts expire according to a pre-determined calendar.

Note: You should select the specific option record first ,right click the mouse, the Option Adjustment option will appear in the list.

Option Expired


For an option contract , Expiration is the date on which the contract expires. The option holder must elect to exercise the option or allow it to expire and become worthless.

Typically, option contracts expire according to a pre-determined calendar.

In TradeMax, with Option expired function, you can view or modify your expired options with several clicks.

  1. Select the specific option record you want to edit .
  2. Right-click on the record , then select Option Adjustment > Option Expired as the following menu shows:
  3. An Option Expire dialog box will pop up  as follows:
Function
Description
1.Transaction Date

The expiration date of the specific option

If you want to modify the expiration date of the option, you can manually enter the date or choose from the dropdown calendar.

2.Account The account name to which the specific option belongs. Choose the specific account name from the account list. If you choose All Accounts, event will apply to all accounts.
3.Security Name The name of the specific security
4.Notes

The description of the specific option Expired action will be displayed automatically.You can enter any important events and brief notes here.
The default description  is expiration date of the specific security

After checking all the information you have entered, press OK button to continue the process or click the CANCEL button to cancel the process.

4. After you have pressed the OK button, the following new record is displayed:

The row outlined in red displays the Expired Option record.

  • You can cancel this action with the Undo Button in the trade tab.
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