Series 7 podcast ยท Episode 25

Options Taxation and Calculations

44 min of listening
Options. Available inside the full CertFuel Series 7 course in the app.

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the written unit.

Listen at your own pace, then use the matching lesson to revisit the details. The written material includes:

  • Profit and Loss Calculations for Single Options
  • Profit and Loss Calculations for Spread Strategies
  • Profit and Loss Calculations for Straddles and Combinations
  • Economics of Covered and Protective Positions
  • Tax Treatment of Expired Options
  • Tax Treatment of Closing Transactions
  • Tax Treatment of Exercised Options
  • Non-Equity Options
  • Wash Sale Rule and Options
  • Short Sales and Options Tax Rules
  • Tax Treatment by Option Type - Summary
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