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Filing for Stocks, Options, Single-Stock-Futures, Mutual Fund Trading

IRS form to file IRS SCHEDULE D (Form 1040) - Capital Gains and Losses

Most cash basis traders fall into this category and file their gains and losses on schedule d.  At first glance this form may seem quite simple to fill out, but nothing is as simple as it seems for the active trader. 

Please see our irs schedule d  tax topic for details.

Mark to Market

For those who have elected the mark to market accounting method with the IRS:

IRS form to fileIRS FORM 4797 - Sales of Business Property

Please see How to report gains and losses marked to market for details.

Learn More... Filing Futures and Commodities

 


Please note: This information is provided only as a general guide and is not to be taken as official IRS instructions. Armen Computing Ltd. makes no investment recommendations and does not provide financial, tax or legal advice. Please consult your tax advisor or accountant to discuss your specific situation. You are solely responsible for your investment and tax reporting decisions, and you should carefully evaluate all information delivered to you by Armen Computing Ltd. and TradeLog. Not all information may be appropriate for all investors.