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What You Should Know About Taxes on Options Trades & Futures

How Stock and Future Options Are Taxed & Reported
5.0
5.0/5
(8 reviews)
106 students
Created by Tyler Johnson

9.5

CourseMarks Score®

9.8

Freshness

9.5

Feedback

8.7

Content

Platform: Udemy
Price: $11.99
Video: 3h 32m
Language: English
Next start: On Demand

Top Tax Preparation courses:

Detailed Analysis

CourseMarks Score®

9.5 / 10

CourseMarks Score® helps students to find the best classes. We aggregate 18 factors, including freshness, student feedback and content diversity.

Freshness Score

9.8 / 10
This course was last updated on 2/2021.

Course content can become outdated quite quickly. After analysing 71,530 courses, we found that the highest rated courses are updated every year. If a course has not been updated for more than 2 years, you should carefully evaluate the course before enrolling.

Student Feedback

9.5 / 10
We analyzed factors such as the rating (5.0/5) and the ratio between the number of reviews and the number of students, which is a great signal of student commitment.

New courses are hard to evaluate because there are no or just a few student ratings, but Student Feedback Score helps you find great courses even with fewer reviews.

Content Score

8.7 / 10
Video Score: 8.1 / 10
The course includes 3h 32m video content. Courses with more videos usually have a higher average rating. We have found that the sweet spot is 16 hours of video, which is long enough to teach a topic comprehensively, but not overwhelming. Courses over 16 hours of video gets the maximum score.
The average video length is 3 hours 41 minutes of 121 Tax Preparation courses on Udemy.
Detail Score: 8.4 / 10

The top online course contains a detailed description of the course, what you will learn and also a detailed description about the instructor.

Extra Content Score: 9.5 / 10

Tests, exercises, articles and other resources help students to better understand and deepen their understanding of the topic.

This course contains:

66 articles.
0 resource.
0 exercise.
0 test.

Table of contents

Description

Options are a poorly understood asset class to most investors, but have many uses for astute planners. No, we aren’t talking about the type of options your company might grant you, but publicly traded options. For example, adding an options enhancement component to your overall investment strategy may be a great way to enhance how much income your portfolio produces. But what are the tax implications of more income?
Assuming we are talking about a taxable account, it depends on what type of options being traded: options on individual stocks, or index options (think S&P 500, Russell 2000, Nasdaq 100, etc). We can and do trade both types, depending on the situation. Though there are exceptions, most individual stock options we trade will be taxed 100% at your short-term tax rate — as ordinary income.
One benefit index options have over individual stock options is the IRS treats them as “Section 1256 Contracts,” named for the section of the IRS Code that describes how investments like some options must be reported and taxed. Regardless of how long you own them, gains/losses on Section 1256 contracts are treated as being 60% long-term gains and 40% short term. A simple way to remember that is this: you get a tax advantage on 60% of your gains since the long-term capital gains rates are less than the ordinary income rates for all income levels.

Requirements

• Understand the basics of the stock market

You will learn

✓ Day trading
✓ swing trading
✓ stock trading
✓ stock market
✓ stocks
✓ options

This course is for

• People Needing To Understand Tax Aspects of The Stock Market

How much does the What You Should Know About Taxes on Options Trades & Futures course cost? Is it worth it?

The course costs $11.99. And currently there is a 40% discount on the original price of the course, which was $19.99. So you save $8 if you enroll the course now.
The average price is $17.0 of 121 Tax Preparation courses. So this course is 29% cheaper than the average Tax Preparation course on Udemy.

Does the What You Should Know About Taxes on Options Trades & Futures course have a money back guarantee or refund policy?

YES, What You Should Know About Taxes on Options Trades & Futures has a 30-day money back guarantee. The 30-day refund policy is designed to allow students to study without risk.

Are there any SCHOLARSHIPS for this course?

Currently we could not find a scholarship for the What You Should Know About Taxes on Options Trades & Futures course, but there is a $8 discount from the original price ($19.99). So the current price is just $11.99.

Who is the instructor? Is Tyler Johnson a SCAM or a TRUSTED instructor?

Tyler Johnson has created 26 courses that got 89 reviews which are generally positive. Tyler Johnson has taught 4137 students and received a 4.8 average review out of 89 reviews. Depending on the information available, Tyler Johnson is a TRUSTED instructor.

More info about the instructor, Tyler Johnson

Professional Momentum Day and Swing Trader Helping Others
Founder and President of Socrates Trading, a Proprietary Trading firm specializing in Trading and Investing in Stocks and Options.Socrates Trading is one of the largest communities of active day traders and investors. We provide educational content to over 5,000+ active followers and over 500+ premium members growing every single day. The global trading community has gathered around Socrates Trading because we create profitable traders with a lifestyle of freedom and independence. Regardless of where you are located or what your schedule is, you’ll find friends, community, and proven education at Socrates Trading.Tyler has developed advanced knowledge in every area of trading and is considered an expert in the area of market volatility patterns & small-cap stocks. Tyler has started Socrates Trading because of his passion not only for trading but to teach others the art of trading and to build a community of like-minded people that share the same goals and values.Show less

9.5

CourseMarks Score®

9.8

Freshness

9.5

Feedback

8.7

Content

Platform: Udemy
Price: $11.99
Video: 3h 32m
Language: English
Next start: On Demand

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