I am still in my first year as an non-professional, non mark to market, independent futures trader, and have not yet filed taxes as a trader. I had a few general questions if anyone could lend some advice. 1. I trade through IB. Is it ok if I'm saving my daily and monthly statements in HTML format, or have you found the Excel format better to work with come tax time? 2. What is my best option for tax software, does anybody do their trading taxes through Turbotax, or am I better off with a product like Greentradertax? ...better yet, am I simply better off getting an accountant for the first time to make sure I don't miss any good deductions or optimal tax structures? 3. Should I be paying taxes quarterly, or is April fine? What a mess this will be. Any advice is definitely welcome.