Tax Topics Affecting Traders and Investors

Traders and investors alike have some unique challenges when it comes to preparing their taxes. For example, have you ever wondered: "How am I ever going to ..."

• Gather my trade data from my online brokerage accounts?
• Prepare a properly matched list of my trading capital gains and losses?
• Calculate and adjust for wash sales?
• File my taxes on time?

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

We hope that you will take some time to educate yourself on many, if not all of these topics, and in turn save yourself some grief come tax time.

^{Please note: This information is provided only as a general guide and is not to be taken as official IRS instructions. Armen Computing Ltd. 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.}

• Capital Gains
• Wash Sales
• IRS Schedule D
• Mark to Market
• Which Form to File?
• Brokerage Reporting
• Common Misconceptions
• Options
• Futures
• Mutual Funds
• Dividends