Traders and investors alike have some unique challenges when it comes to preparing their taxes. On this page we have identified the following seven or eight problem areas each of you face when attempting to calculate your taxes from trading.

On the right side of this page we categorize the major sections of the tax law that pertains to investments and trading. These pages provide greater detail on each of these tax subjects.

Have you ever wondered: “How am I ever going to match all of my trade transactions for the year so that I can…”

  • Prepare a properly matched list of my capital gains and losses?
  • Calculate and adjust for wash sales?
  • File my taxes on time?