I want to call your attention to a webinar the OptionsHouse team presented this week which is now available in the Webinar archives found here.
Scott Erney, Special Accounts Manager, and John McCallum, Senior Customer Service Representative, joined Keith Wilton, Product Manager, to deliver a ton of great information all around tax prep. From answering which type of accounts will receive which Tax documents and how to access the various tax forms necessary to complete your tax returns, the team answered the most often asked questions. While no tax advice is given in this session—get that from your tax professional—those who attended live received great guidance for making this annual chore much easier. They even were able to guide users to import stock trading activity into Turbo Tax. Scott goes into the steps needed using Maxit tax software for creating the Form 8949 to accurately account for option trades.
Taking an hour and reviewing the archive will be time well spent.The above information is provided by OM Securities, LLC dba OptionsHouse ("OptionsHouse") for informational and educational purposes only and is not intended as trading or investment advice or a recommendation that any particular security, transaction, or investment strategy is suitable for any specific person. You are solely responsible for your investment decisions. Commentary and opinions expressed are those of the author/speaker and not necessarily of OptionsHouse. Neither OptionsHouse nor any of its employees, officers, shareholders or affiliated companies guarantee the accuracy of or endorse the views or opinions of guest speakers or commentators. Projections or other information regarding the likelihood of various investment outcomes are hypothetical in nature and are not guarantees of future results. Any examples used that discuss trading profits or losses may not take into account trading commissions or fees.