Kohari Gonzalez Oneyear & Brown CPAs & Advisors

Day Trading & Investing

“How do I deduct my trading losses against my other income?”

CommonDeep Dive · 60 min · $170

How trading losses are treated against other income often depends on whether the activity is viewed as investing or as a trading business, since those categories can lead to very different tax outcomes. The timing and character of the losses, along with the type of income being offset, also matter in many cases. Records of trades, holding periods, and whether any special election or accounting method applies can all shape the result. If the activity includes frequent transactions, margin use, or substantial business-like activity, those facts may be especially important when the return is prepared. A CPA who reads your specifics can usually tell you, in plain English, where this lands.

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.
More in Day Trading & Investing

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.

Back to the full library