Tax Treatment For Volatility Products: Options, Futures, ETFs, and ETNs (Recording)

There is an extensive range of volatility products to trade, listed on futures and securities exchanges, structured as options, futures, ETFs, and ETNs. Tax treatment varies, and some of it is unclear.

On annual tax form 1099-B, several brokerage firms report various options on volatility products as “equity options” taxed as securities. Robert A. Green, CPA, makes a case to treat many of these options as “non-equity options” in Section 1256 with lower 60/40 tax rates. Learn when and how it’s possible to accomplish this treatment and reduce tax rates by up to 12% (i.e., for the top bracket, compare the 60/40 tax rate of 28% vs. the top ordinary rate on short-term capital gains of 39.6%).

Join Robert to learn the different tax treatment for CBOE-listed futures and options on CBOE VIX Indexes across asset classes, and CBOE-listed options on VIX ETFs and VIX ETNs. Plus, tax treatment for the underlying VIX ETFs and ETNs.

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