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Welcome Reality Traders!

By now, you have probably inhaled Vad's new book, "The Master Profit Plan" in one sitting, and are going through it a second time more thoroughly...

We are pleased to have been asked to contribute a chapter on trader taxation.  We have added this page to assist the readers in locating the relevant concepts mentioned in chapter - there was only so much room, and only the general ideas were touched upon. 

We are organizing the relevant links in the order they are mentioned in the book, for ease of reference.
 
Which classification do you fit into?  You should start here:

Which one am I?

That will help you answer whether you should be an Investor, a Trader, or Trader with Mark to Market accounting method for tax purposes.  Then you can visit these pages for more information on each:
 


 

Investor

Trader

Trader with MTM

 

Here are some suggested deductions that traders can take on their return
 

Here are some forms that traders frequently want to review

Do you need help with your trading account reconciliation, Schedule D, or the whole tax return?  Request a no-obligation firm quote from us today!
Make sure you indicate you are a reader of "The Master Plan" in the "referred by" field to get a 5% discount on your total package.
 
 

Request a quote today

 
     
     


Information on these pages is just that, information.  It does not constitute  taxation or legal advice. Do not rely on it during business or personal planning.

Meany & Dedek LLC ~ 715 N. Brinton Ave ~  DIxon, IL 61021 ~ telephone (815) 284-8077 ~ fax (815) 366-3902
Copyright © 2000-2003 Meany & Dedek LLC.  All rights reserved.  No portions of these documents may be reproduced or quoted without prior express permission.  Disclaimer