Roth IRA

Discussion in 'Options' started by BLC, Nov 25, 2020.

  1. Cabin111

    Cabin111

    Squirrel...Robert, don't know if you could answer this question. I asked my CPA...He said it may take him hours to give me an answer. I told him "forget it"...Not worth the cost. Here is the scenario...Could you make this trade (Roth IRA) without the IRS questioning it.

    Say Boeing is at $211. and you buy 100 shares. You then do a leap...Sell to open the Jan 22 $210. You know this would be a losing trade...But profitable because of the option money. Could you do this in your Roth?? Could it be done in a regular account??
     
    #11     Nov 26, 2020
  2. Robert Morse

    Robert Morse Sponsor

    If approved for Option Level 1, and you have enough cash in your account for the net, A buy-write is certainly allowed in both an individual account and an IRA. I’m not sure why you think this is a tax question or why you would certainly lose money.
     
    #12     Nov 26, 2020
  3. Cabin111

    Cabin111

    I could see it in a Roth IRA...Taxes paid. But with a regular IRA or individual account, you knowingly would be losing money on the underlying stock. Does the IRS care??
     
    #13     Nov 26, 2020
  4. Robert Morse

    Robert Morse Sponsor

    How can you know you will lose money on the stock?
     
    #14     Nov 26, 2020
  5. Cabin111

    Cabin111

    Good point...If it gets called away. So the IRS does not care about this?? A "no" answer would be fine. You could take this further...Sell a covered call for BA Jan 22 $190. or $180. You have a large long term capital loss to use against your long term capital gains...
     
    #15     Nov 26, 2020
  6. Robert Morse

    Robert Morse Sponsor

    Maybe give me a call one day or email me your contact info.
     
    #16     Nov 26, 2020