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Tax Forms for Active Traders
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   We strive to follow up all submissions within 48 hours
First Name
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Street Address
Address (cont.) Name
City
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How did you find out about us?
If "other", please share where, or enter the nickname or name of person who referred you here.
Why are you contacting us?  I am just looking for a quote, thanks
 I am ready to proceed with my forms
What do you trade?  Securities and/or options
 futures / e-mini
 Forex
Do you already know what type of return you will be filing?
How many trading transactions did you do in this tax year? (approximately)
If you are not sure, we'll be glad to get the information for you once we log into your account(s)
  * (buy and sell = at least 2 transactions)
(transaction = "ticket")
Who were your brokers for this year? (list)
   (See our brokers page for some information on data formats)
  Broker: approx # of transactions approx
gain/(loss)
*optional 		is this a Futs or Forex only account?
1 
2 
3 
4 
5 
Are your trades available in electronic format?  Yes
Do you keep track of your trades in your own spreadsheet format?  Yes
Did you sell any positions during this tax year that you held over from previous year(s)?  Yes       If yes, about how many?
Will you hold over any positions into next year?  Yes       If yes, about how many?
Did you trade stock options?  Yes       If yes, about how many?
Is there anything else you would like to share with us at this time?
(such as is this for a different tax year that the one currently required)
How would you like us to contact you?  By phone
 By email
Would you like to subscribe to our "Tax Tips" Newsletter?  Yes
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