Tips For Traders On Preparing 2018 Tax Returns (Interactive Brokers)

09 Jan

Jan 09, 2019 at 12:00 pm EST


Recording

If you traded actively in 2018, you should watch this Webinar before preparing your 2018 tax returns. Join CPAs Robert A. Green, Darren L. Neuschwander, and Adam W. Manning from Green, Neuschwander & Manning, LLC.

  • There are several new and revised 2018 tax forms based on the implementation of the 2017 Tax Cuts and Jobs Act.
  • Learn how traders, eligible for trader tax status (TTS), maximize business, home office, and startup expenses using critical tax-reporting strategies.
  • Don’t solely rely on broker 1099-Bs: There might be opportunities to switch to lower 60/40 capital gains rates in Section 1256, use Section 475 ordinary loss treatment if elected on time, and report wash sale losses differently.
  • Make vital 2019 tax elections on time.
  • Learn common errors on tax returns for TTS traders, which can lead to an IRS or state exam.
  • Learn tips for Q4 estimates and April 15th planning.

Webinar hosted and recording produced by Interactive Brokers. Everyone is welcome; you don’t have to be a client of IB.

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Testimonials

Dear Darren, I'd just like to thank you for preparing my 2015 taxes.  Even though I've stopped trading for awhile, I've built up such confidence in your company that I'll be continuing with you next year. Best regards

LS

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