A practical 2026 guide to the 61-day window, cross-account reporting, IRA traps, year-end planning, and Section 475 MTM This article is for active securities traders with frequent turnover, multiple ...More on Wash Sale Losses for Traders: How to Avoid Phantom Income and Costly Tax Traps
Executive Summary: Wall Street’s fast-growing tax-aware long/short strategies seek to generate capital losses while keeping wealthy clients invested in the market. Ordinary tax-loss harvesting...More on Too Good to Be True: Wall Street’s Tax-Aware Trades Could Bring IRS Trouble
Traders don’t report all their activity on one tax form. The correct reporting depends on the financial product, whether the taxpayer qualifies for trader tax status (TTS), whether the position belo...More on Trader Tax Forms and Compliance: How to Report Securities, Futures, Forex, and Crypto











