Self Help Tax Guides
We offer the following Tax Guides geared to the "di-it-yourself"
Active Trader. These guides can be purchased
alone or with Telephone Consultation for
traders who would like the opportunity to review the
material with one of our CPA's. For more detailed
information of each of these guides and all of our other
products and services, please refer to the
DaytraderTax Product List Page.
Daytrader Tax Introductory Guide
This
package provides a basic understanding of trader status,
what it means to you as a stock trader, and provides basic
instruction about how to elect trader status
Daytrader
Tax Comprehensive Guide
A complete information package for the trader, including
comprehensive tax return examples, necessary IRS forms and
regulations. This package contains everything the active trader
needs to elect MMA.
Daytrader Tax Business Tax Preparation Guide
Guide
Our new Daytradertax Business Tax
Preparation Guide is designed specifically for those individuals
who set up a business entity to enhance the tax aspects of their
trading activities and would like examples of how to properly
prepare a business entity trader tax return. Provided are two
comprehensive tax return examples, both S Corporation (form
1120S) and an LLC (form 1065). Also included is a guide to
making the Mark to Market election, and other exhibits including
required correspondence to comply with the tax code and a
completed form 3115 if you need to change your accounting
method. The tax return examples include how and where to report
your trading activities, what you need to do if you want to
deduct health insurance or retirement plan contributions, and
many other items that you’ll need. This package can be purchased
for $275
Daytrader Tax
Mark to Market Election Guide
For the individual, who wants to make their own
MMA election, but needs an example and forms to do so.
Purchase Now
