Tax forms and financial documents alongside a trading screen showing options positions
Options Education8 min

Options Trading Tax Changes to Know in 2026

Options trading generates taxable income and losses with specific rules that differ from stock investing. For active options traders, understanding the tax…

Bernardo Rocha
IRS tax forms and options trading screen side by side
Options Education7 min

What Is Mark-to-Market for Options Traders?

Mark-to-market (MTM) accounting, as applied to securities traders under IRS Section 475(f), is a tax election that changes how you report trading gains and…

Bernardo Rocha
Tax documents and options trading screen on a desk
Options Education7 min

How to Use Options for Tax Loss Harvesting

Tax loss harvesting means deliberately selling a losing position to realize a loss that offsets taxable gains elsewhere in your portfolio. Options can…

Bernardo Rocha