2013 / 2014 Tax Season Dates and Deadlines
How to request a required minimum distribution
Tax Related Frequently Asked Questions
How do I take a Required Minimum Distribution from my IRA?
Can I access my 1099 tax forms online?
Will I receive a Form 1099-B for my account?
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?
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