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.
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