Tax Considerations for Futures and Options Traders (TradeStation)

19 Mar

Mar 19, 2026 at 2:00 pm EST


Recording

Presentation slides

Join Robert A. Green, CPA and founder of GreenTraderTax.com, for a practical guide to navigating tax rules as a derivatives trader. Learn how futures and certain options potentially receive favorable Section 1256 treatment with 60/40 capital gains rates and year-end mark-to-market accounting—and how this differs from equity options subject to wash sale rules. We’ll also cover when Trader Tax Status qualifies you for a Section 475 election to eliminate wash sales and access additional deductions, plus common compliance mistakes to avoid as your trading evolves.

What You’ll Learn:

• Section 1256 tax treatment vs. equity options taxation

• Trader Tax Status eligibility and Section 475 election benefits

• Common compliance mistakes and estimated tax planning

09/03 Wash Sale Losses for Traders: How to Avoid Phantom Income and Costly Tax Traps More on Wash Sale Losses for Traders: How to Avoid Phantom Income and Costly Tax Traps

08/20 Too Good to Be True: Wall Street’s Tax-Aware Trades Could Bring IRS Trouble More on Too Good to Be True: Wall Street’s Tax-Aware Trades Could Bring IRS Trouble

08/17 Trader Tax Forms and Compliance: How to Report Securities, Futures, Forex, and Crypto More on Trader Tax Forms and Compliance: How to Report Securities, Futures, Forex, and Crypto

08/11 Entity Solutions for Active Traders: Tax Benefits, S-Corps, and Section 475 More on Entity Solutions for Active Traders: Tax Benefits, S-Corps, and Section 475

08/04 SECURE 2.0 Expands Roth Solo 401(k) Options For TTS S-Corp Traders More on SECURE 2.0 Expands Roth Solo 401(k) Options For TTS S-Corp Traders