Thanks to all for your feedback. I did trade some regular options and also traded section 1256 contracts. I'll use Gainskeeper log to sort out...
For those who only traded options at ThinkOrSwim in 2010, did you receive any tax forms like 1099-B or other flavors? TOS tells me their...
Hi, Has anyone tried managed ETF portfolio service from Schwab and similar firms? They also have mutual funds service. Any feedback is...
That would be great... Could you please post here when this release is out? Thanks rd100
Hi, Since IB is not yet allowing converting Traditional IRA held at IB to Roth IRA held at IB, I was wondering if anyone used their rollover...
Any software recommendations for logging options' trades (that are not 60/40 like the SPY or IWM options) for Schedule D? If they work with IB or...
Taxation is not based on strategies, it's the underlying instrument. SPX, RUT options qualify for 60/40 since these indexes are broad based indexes.
Yes, if you trade options on SPX, RUT, NDX -- these are broad based indexes and options trades qualify as 60/40 -- So tax time, it is real easy,...
Hi, I know trading options strategies like iron condors, calendars and butterflies on broad based indexes like SPX, RUT etc., you don't need to...
Thanks all for your advice... I pay 1.25 per contract at ToS and 1.07 per contract at IB (even though IB says the comm is 0.70 per contract, I...
I negotiated commission down with ToS (it's per option contract and only slightly more than what IB charges. ToS has no data fees and no 'No...
Thanks for pointing out... Yes, my trade today was on ToS papermoney... But if they were to fill it knowing it was papermoney, they would have...
No, I had a limit order - ToS filled it at the middle as they showed while IB filled at $0.20 worse. I checked the mid-point at ToS and submitted...
Hi, I have couple of accounts (traditional and Roth IRAs and regular)at IB and trade SPX options thru Friends and Family Advisor setup. I trade...
Are you taking it out to a Roth and then back into IB Roth? Or are you taking it out to Traditional and then transfer-and-convert back to IB Roth?...
Has anyone been able to convert traditional IRA at IB to Roth IRA at IB yet? Any idea when IB will enable this? Thanks rd100
Any updates from IB as to when they would allow converting traditional IRA held at IB to Roth IRA held at IB? Also, what is the process for...
Let's say I make 10K in options gains and have about 4K in expenses (magazine and online subscriptions, seminars cost and related travel...
Hi, I'm wondering if trading options as a business is good option for my situation- - Part-time trader - W2 income, max 401(k) contribution...
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