Tax-Loss Harvesting Deadlines: The Real Dates
Tax-loss harvesting deadlines, in order: the last trading session of the year, the 61 day wash sale window, and the purchase dates that quietly reopen it.
#taxes
Filtering by topic #taxes · clear
Can You Opt Out of Share Lending?
Can you opt out of share lending? Yes in a cash account or a fully paid program, usually not on margin. The two levers, and the tax on a payment in lieu.
Micro Gold Futures vs GLD: Size, Tax, Cost
Micro gold futures vs GLD: one MGC covers 10 ounces, about 109 GLD shares. Compare tick value, margin, the 0.40% fee and the 60/40 vs 28% tax split.
How Are Event Contracts Taxed? 60/40 or Not
How are event contracts taxed? Compare Section 1256 60/40 treatment with ordinary income and wagering rules, plus which tax form the venue sends in 2026.
SPY ETF Price in Korean Won: KRW per Share
What does one share of SPY cost in Korean won? Work the conversion yourself with today's USD close, your broker's FX spread, and the 22:30 KST clock.
What Happens When an ETF Closes
What happens when an ETF closes: the closure announcement, the last trading day, the cash liquidating distribution at NAV, and the taxable event it creates.
Substitute Payments and Your 1099
Substitute payments land in box 8 of Form 1099-MISC and are taxed as ordinary income. See the dollar tax gap and which brokers add a gross up credit.
The $100,000 Rule for Stock Options (ISOs)
The $100,000 rule for stock options caps how much ISO stock can first become exercisable in one calendar year. How the limit works, with the paperwork.
When Covered Calls Trigger the Straddle Rules
Stock plus a short call is the statutory shape of a straddle. Learn when covered calls stay inside the qualified covered call exception and when they fail.
Why stocks drop on the ex-dividend date
Why do stocks drop on the ex-dividend date? The drop is a mechanical price adjustment. See how far real payers actually opened below the prior close.
Qualified Dividend Holding Period: 61 Days
The qualified dividend holding period is more than 60 days inside a 121-day window around the ex-dividend date. See the exact count, with worked dates.