2012 / 2013 Tax Season Dates and Deadlines

1099 Tax Forms
2012 Consolidated 1099 available online
How to access your 1099 online
Current and Prior Year Realized and Unrealized Gain/Loss Information
Available now via Maxit
2012 IRA Form 5498
Available May 31, 2013
2012 SEP IRA Contributions
Per IRS standards, SEP IRA contributions are reported on Form 5498 for the year they are actually deposited to the account, regardless of the year for which they are made.
2013 IRA Required Minimum Distributions
RMD Deadline is 1PM CT, December 31, 2013
Specific Tax Lot Assignments to Closing Transactions
Tax relief methods chosen within the Maxit Tax Calculator available via the OptionsHouse trading platform are for informational purposes and are not recorded for 1099-B reporting. The default tax relief method for all accounts is First-In First-Out (FIFO). For instructions to change your tax relief method for 1099-B reporting click here.

 

Tax Videos and Guides

Video: Explanation of the Wash Sale Rule
Interactive Guide: Form 1099-B
Interactive Guide: Form 1099-DIV

 

Tax Related Frequently Asked Questions

Can I access my 1099 tax forms online?
Will I receive a Form 1099-B for my account?
Why does the dividend I received in January 2013 appear on my 2012 1099-Div?
What qualifies a dividend for the beneficial tax treatment of 0-15%?
What Tax Relief Method is my cost basis being reported under?
Can I elect to assign a specific tax lot to a closing transaction?
When is a short sale reported for tax purposes?
What is a wash sale?
How do I make an IRA contribution (New OptionsHouse)?
How do I make an IRA contribution (Standard OptionsHouse)?
How do I transfer funds from an OptionsHouse account into an OptionsHouse IRA?
I believe there is an error on my Form 1099-B, how can I correct this?

Click a topic below to see all frequently asked questions related to that topic:
1099 Forms
Schedule D and D1
Maxit
How to fund your account
OptionsHouse IRA Accounts

Neither OptionsHouse, LLC nor any of its affiliates provide investment or tax advice.

 

Useful Links and Instructions

Accessing your 1099 form in the new OptionsHouse platform
Accessing your 1099 form in the standard OptionsHouse Platform
Funding method instructions
How to establish an ACH relationship (New OptionsHouse)
How to establish an ACH relationship (Standard OptionsHouse)
Cash or Securities Transfer Form
Traditional and SEP IRA Simplifier
Roth IRA Simplifier
EDU IRA Simplifier
IRA Deposit Slip