Significant Tax Moves For Traders To Make in Q1 2024

10 Jan

Jan 10, 2024 at 2:00 pm EST


Slide presentation

Join Robert A. Green, CPA, from, for insights and information to help traders.

  • Green will interview Darren Neuschwander, CPA, of Green, Neuschwander & Manning, LLC. Mr. Neuschwander will give tips on how to get organized early to improve tax season results.
  • Fourth quarter estimated taxes are due Jan. 16, 2024. Learn to avoid a 7 to 8% underestimated tax penalty.
  • Do not trigger 2023 wash sale losses by repurchasing losing trades in January 2024.
  • Focus on extensions due April 15, 2024, for individuals and March 15, 2024, for partnerships and S-Corps.
  • Learn how to assess qualification for trader tax status (TTS) in 2023 and 2024.
  • TTS traders should consider a Section 475 MTM election with a federal extension.
  • Focus on trade accounting for various tax treatments for securities, futures, options, ETFs, ETNs, and cryptocurrencies.
  • Learn how to read a broker-issued Form 1099-B.

If you can’t join us live, register, and you will automatically receive a link to the recording after the session ends. You don’t have to be a client of IBKR.