Kohari Gonzalez Oneyear & Brown CPAs & Advisors

Day Trading & Investing

“What happens with wash sale rules if I have a lot of options trades?”

CommonDeep Dive · 60 min · $170

Wash sale treatment with options can become more complex when there are many trades, because the timing of buys, sells, and replacements may affect whether a loss is deferred. The outcome often depends on the specific contracts involved, whether the positions are substantially similar, and how trades are matched across accounts or related holdings. In practice, broker reporting, account type, and whether the trades are in taxable or retirement accounts can all influence the tax result. Frequent trading patterns may create overlapping transactions that are not obvious at first glance. A focused session can map this against your actual situation in plain English.

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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