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.

Testimonials

Excellent. Thanks so much. Rachel (Ellis) was so nice to work with. There was extra work with the previous years’ returns and all that got taken care of.

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