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Home > Options Boot Camp > Options Boot Camp 386: Tax Tips for Options Traders
Podcast: Options Boot Camp
Episode:

Options Boot Camp 386: Tax Tips for Options Traders
Category: Business
Duration: 00:33:57
Publish Date: 2026-04-15 21:31:19
Description:

It's Tax Day on the network! Mark Longo and Dan Passarelli tackle the most requested topic of the season: how to keep the IRS out of your options profit. From the simplicity of the IRA "end run" to the mathematical beauty of 60/40 tax treatment on Section 1256 contracts (like SPX), the drill instructors break down how to optimize your tax bill.

In this episode, we cover:

  • The IRA Advantage: Why tax-deferred accounts are an options trader's best friend.

  • Section 1256 Contracts: How to get long-term tax rates on short-term trades.

  • The Complexity of Basis: Why multi-leg spreads can become an accountant's nightmare.

  • Double Calendars: Dan clarifies the "Friday-Monday" spread strategy discussed in previous episodes.

  • Defending The Wheel: Dan responds to critics who call his favorite strategy "garbage."

  • Listener Mail Call: Binging 13 years of options education and overcoming the "overwhelming" start.

Check out tastytrade - named best broker for options trading. Genius loves Company.
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