George Quinones.
Tax Preparer Catalog/Real Estate & Traders

16

Trader Tax Status & Section 475: A Professional Practitioner's Guide

Investor versus trader, mark-to-market elections, wash sales.

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About this title

Specialty guide for active securities traders: investor versus trader classification, trader tax status factors, business-expense treatment, Section 475 mark-to-market elections, wash-sale interaction, entity considerations, recordkeeping, elections, and return workflow.

What it covers

  • Investor versus trader classification
  • Trader tax status factors
  • Business-expense treatment
  • Section 475 mark-to-market elections
  • Wash-sale interaction and entity considerations
  • Recordkeeping and return workflow

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Capital Gains, Forms 8949 & 4797: A Professional Practitioner's Guide

Securities and property dispositions, reconciled and reviewed.

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Real Estate Investor Taxation: A Professional Practitioner's Guide

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Trader Tax Status & Section 475: A Professional Practitioner's Guide | George Quinones