NEW FREE COURSE — The U.S. 60/40 Tax Rule for SPX and Index Options
I've just added a new free educational course to ATM Options Edge, focusing on Section 1256 and the U.S. 60/40 tax treatment of index options.
For those trading SPX and other index options, understanding the potential tax implications is an important part of the overall trading process.
The course explains, in straightforward language, how the 60/40 rule works, why SPX and SPY options generally receive different tax treatment, year-end mark-to-market rules, and the relevant IRS reporting requirements.
It includes a narrated video presentation, a downloadable PDF handbook, practical examples, and links to official IRS and Cboe resources.
The course is completely free. Simply register or log in to enroll.
Access the Free Course
As always, the material is strictly educational and does not constitute personal tax or investment advice.
Hope you find it useful!
ATM Options Edge
I've just added a new free educational course to ATM Options Edge, focusing on Section 1256 and the U.S. 60/40 tax treatment of index options.
For those trading SPX and other index options, understanding the potential tax implications is an important part of the overall trading process.
The course explains, in straightforward language, how the 60/40 rule works, why SPX and SPY options generally receive different tax treatment, year-end mark-to-market rules, and the relevant IRS reporting requirements.
It includes a narrated video presentation, a downloadable PDF handbook, practical examples, and links to official IRS and Cboe resources.
The course is completely free. Simply register or log in to enroll. Access the Free CourseAs always, the material is strictly educational and does not constitute personal tax or investment advice.
Hope you find it useful!
ATM Options Edge