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Tax Center

  • Consolidated 1099 Guide
  • IRA Tax Form Guide
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Tax Form Guides (2)
  • Tax Center Location
  • Tax Form Calendar
  • Which tax forms can I expect?
  • Tax Form Corrections
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Tax Center & Documents (4)
  • Roth & Traditional IRA Tax Rules
  • IRA Contribution Deadline
  • IRA Contribution Limits
  • Total IRA Contribution for the Year
  • Required Minimum Distributions (RMD)
  • Reclassify an IRA Contribution
  • IRA Recharacterizations
  • 72(t) IRA distributions (SEPPs)
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IRAs (9)
  • Form 1042-S Guide (for International Accounts)
  • Taxes FAQ for International Accounts
  • Tax Reconciliation for International Accounts
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International Accounts (3)
  • How to Import Data to TurboTax
  • How to Import Data to H&R Block Tax Software
  • How to Import Data into TaxAct
  • How to Import Data to TradeLog
  • Employer Identification Number (EIN) Location
  • Where do I download my Year-to-Date data? (1040-ES)
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Data Imports/Exports (6)
  • Tax Lots (FIFO & LIFO)
  • $0.00 Cost Basis on Short Equity Options
  • Wash Sales/Disallowed Loss
  • Total Commissions & Fees on Tax Forms
  • Short-Term vs. Long-Term and 1256 Contracts
  • Taxes on options exercises, assignments, and rolls
  • How to Report Section 1256 Contracts (Futures and Cash-Settled Index Options)
  • How are Dividends Taxed?
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Tax Treatment & Rules (16)
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tastytrade, Inc. (“tastytrade”) does not provide investment, tax, or legal advice. tastytrade’s website and brokerage services are not intended for persons of any jurisdiction where tastytrade is not authorized to do business or where such products and other services offered by the tastytrade would be contrary to the securities regulations, futures regulations or other local laws and regulations of that jurisdiction. Options involve risk and are not suitable for all investors as the special risks inherent to options trading may expose investors to potentially significant losses. Please read Characteristics and Risks of Standardized Options before deciding to invest in options.

Futures accounts are not protected by the Securities Investor Protection Corporation (SIPC). All customer futures accounts’ positions and cash balances are segregated by Apex Clearing Corporation. Futures and futures options trading is speculative and is not suitable for all investors. Please read the Futures & Exchange-Traded Options Risk Disclosure Statement prior to trading futures products.

Cryptocurrency transaction and custody services are powered by Zero Hash LLC and Zero Hash Liquidity Services LLC. Cryptocurrency assets are held and custodied by Zero Hash LLC, not tastytrade. Services may not be available in all states. Cryptocurrency assets are not subject to Federal Deposit Insurance Corporation (FDIC) or Securities Investor Protection Corporation (SIPC) coverage. Cryptocurrency trading is not suitable for all investors due to the number of risks involved. The value of any cryptocurrency, including digital assets pegged to fiat currency, commodities, or any other asset, may go to zero.

tastytrade, Inc. was formerly known as tastyworks, Inc.

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