Leveraged ETFs

Discussion in 'Trading' started by Helix404, Apr 2, 2020.

  1. Helix404

    Helix404

    How are leveraged ETFs (SSO, UPRO) taxed? If I hold for a year, would I be taxed long term or short term?
     
  2. Helix404

    Helix404

  3. Sig

    Sig

    Some ETFs, especially common in commodity ETFs, issue K-1s which can bite you especially if you're holding them in a retirement account with limits on those types of profits. Read the prospectus for anything you invest in, for this and so many other important things.
     
  4. %%
    NOT @ all in a Roth/back door Roth. BUT if you are paying taxes this year; IRS allowed 2 months later- but I would double check to see if that applies to your payments.
    IT pays most all to consult with a CPA+ since initial telephone counsel is free, I would make a call before I took any internet posters suggestion...……………………………………………………………...