1256 Contracts: Schedule D vs Schedule C

Discussion in 'Taxes and Accounting' started by Aisone, Apr 6, 2024.

  1. newwurldmn

    newwurldmn

    Most esoteric situations are dealt with through court cases. This is where a specialized accountant like Green is worth his weight in gold.

     
    #11     Apr 7, 2024
  2. BAT31

    BAT31

    For you traders whose trading is your sole source of income, are you able to deduct expenses such as market data feeds, training, and costs for running an algo off a virtual server?
     
    Last edited: Apr 7, 2024
    #12     Apr 7, 2024
  3. tiddlywinks

    tiddlywinks

    Couple of things...

    1) By itself, trading being the sole source of income IS NOT qualification for "Trader Tax Status" (TTS) business deductions.

    2) By itself, MTM accounting IS NOT qualification (or necessary) for TTS. In fact, TTS is required before MTM accounting would be allowed.

    Assuming TTS qualified...
    market data: yes
    training: yes
    Algo/virtual server: maybe.

    Important to understand...

    https://greentradertax.com/trader-tax-center/trader-tax-status/how-to-qualify/

    https://greentradertax.com/trader-tax-center/trader-tax-status/section-475-mtm-accounting/

    https://greentradertax.com/trader-tax-center/trader-tax-status/trading-business-expenses/
     
    #13     Apr 7, 2024
    Aisone and BAT31 like this.
  4. BAT31

    BAT31

    This is worthy of pinning.
     
    #14     Apr 7, 2024
  5. Aisone

    Aisone

    Nice, thanks. Schedule C is for offsetting business expenses like hardware, software, quote services, professional literature, and so on.
     
    #15     Apr 7, 2024
  6. Aisone

    Aisone

    Yep, all that. You can also use the form 8829 to deduct a certain percentage of your home utilities, rent, (and mortgage interest?), etc, I think up to 20%, depending on how much of your home you use for your business activities.
     
    #16     Apr 7, 2024
  7. Aisone

    Aisone

    It's a consideration but not a preference if not necessary.
     
    #17     Apr 7, 2024
  8. Aisone

    Aisone

    I tried to keep it easy as well by just trading futures, but in hindsight turning away from some other things I thought were good things to do sort of haunt me today for not having done them lol.
     
    #18     Apr 7, 2024