Tax Filing Mistakes You Can Avoid

Recorded Feb. 19, 2013

We cover avoidable tax-time mistakes, including not using trader tax status (business treatment), which you can claim after the fact; not using the correct tax treatment for what you trade, like ordinary loss treatment where allowed; and several problems with cost-basis reporting for securities.


Dear Star (Johnson CPA) My hope is that instead of owing x, we actually don’t owe anything... I am so appreciative that you realized something didn’t seem right!