Day Trading & Investing

“Can wash sale rules hit me if I trade options all the time?”

CommonDeep Dive · 60 min · $170

Wash sale rules can become a real issue for active options traders, especially when the same or very similar positions are opened and closed repeatedly in taxable accounts. The answer often depends on the type of option involved, how closely the contracts relate to the underlying stock or ETF, and whether trades occur across multiple accounts or with a spouse. The timing of the losses, the holding period, and whether the position is replaced in a substantially similar way can all affect how the loss is treated for tax reporting. A short conversation with a CPA can sort out what applies to your specific numbers.

In your 60-minute session, the KGOB advisor handling it will:

  • Read your exact situation and tell you, in plain English, what’s actually going on.
  • Lay out your options and the trade-offs — no jargon, no judgment.
  • Give you a clear next step you can act on, whether that’s with us or on your own.
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This page is a prompt to start a conversation, not tax or legal advice, and states no tax-law specifics as fact. A consult session does not by itself create an ongoing engagement. We do not promise specific outcomes or savings. Kohari Gonzalez Oneyear & Brown PLLC — Charlotte, NC.

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