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Choose Your Plan
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File It
$597
✓ Async trader tax filing
✓ Wash sale tracking
✓ Prop firm income handling
✓ 7–14 day turnaround, no calls
Get Started — $597
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Optimize It
$1,197
✓ Everything in File It
✓ 30-min strategy call with your CPA
✓ Full deduction review
Get Started — $1,197
Strategize It
$2,497
✓ Everything in Optimize It
✓ MTM & TTS analysis
✓ Entity & S-Corp strategy
✓ Year-round priority access
Get Started — $2,497
⏰
Need more time? File a Tax Extension
$97 deposit — extends your deadline to October 15. Credited toward your plan payment.
Quick Actions
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1099s, W-2s, brokerage statements
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Track your tax return progress
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Invoices and payment history
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🗂️ Find My Documents
Step-by-step instructions for every platform. Click your broker or platform to see exactly where to download your documents.
Document Vault
Upload and store your tax documents securely. Organized by year. Your specialist can access them directly.
Drop files here or click to upload
PDF, PNG, JPG, XLSX, CSV — up to 25MB each
1099s · W-2s · Brokerage Statements · Prop Firm Payouts · Bank Statements · K-1s
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Upload your tax documents above. They'll appear here organized by year.
My Tax Return
Real-time status of your tax return. Your specialist updates this as they work.
Return Progress
Tax Year 2025
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Tax Year
2025
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Timeline appears here once your return starts.
Need to add documents?
You can upload additional documents even after your return has started.
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Direct line to your assigned TraderTax specialist. Every message goes straight to them — private and secure.
Billing & Payments
Your invoices, payment history, and receipts — all in one place.
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Invoices will appear here when your return begins. Questions? Contact support →
Add-Ons
Enhance your plan with additional services. Each is a one-time payment unless noted.
Rush Filing
+$297
Move to the front of the queue. Return completed within 72 hours. Deadline approaching? This is for you.
Crypto Reporting
+$297
Full reconciliation across all exchanges and wallets. Every trade is a taxable event — we track and report all of it.
Amended Return
+$397
Filed incorrectly in a prior year? We fix it and file a 1040-X amendment. Common for misclassified prop firm income.
LLC Formation
Starting at $497
State filing, operating agreement, and EIN handled for you. Final price varies by state filing fees and entity complexity.
S-Corp Election
+$297
File Form 2553 to elect S-Corp tax treatment. Can save traders $8,000–$20,000+ annually in self-employment taxes.
Tax Extension
$97 deposit
Need more time? $97 deposit secures your extension to October 15. Amount credited toward your full plan payment in the fall.
Questions about add-ons? Contact your specialist and we'll help you choose what's right for your situation.
📅 File a Tax Extension
Not ready to file by April 15? No problem — a $97 deposit secures your extension to October 15 and is credited toward your full plan.
What does filing an extension mean?
📅
More time to file — not more time to pay
An extension moves your filing deadline from April 15 to October 15. However, if you owe taxes, interest still accrues from April 15.
💳
$97 deposit — fully credited
The $97 is a deposit toward your TraderTax plan. When you pay for your full return in the fall, the $97 is deducted from your total.
✅
We handle the IRS filing for you
We file Form 4868 with the IRS on your behalf. No paperwork, no confusion. You'll get a confirmation from us.
🔐
Secure My Extension — $97
Locks in your October 15 deadline. Amount credited toward your full plan.
We file Form 4868 with the IRS on your behalf.
Secure My Extension — $97 →
We file Form 4868 with the IRS on your behalf.
✓ Credited toward your plan · ✓ We file with the IRS · ✓ No late penalties
Questions about extensions? Message our team or email hello@tradertax.net
💸 Find Write-Offs
Common deductions for active traders. Every dollar deducted reduces your taxable income directly.
🏠
Home Office
Deduction method: Square footage % of home
If you have a dedicated space used exclusively for trading, you can deduct a % of rent/mortgage, utilities, and internet based on that room's square footage vs total home square footage.
Example: 200 sq ft office in a 2,000 sq ft home = 10% deduction on home expenses.
What to provide your CPA: Total home sq ft, office sq ft, monthly rent or mortgage, utility bills.
Example: 200 sq ft office in a 2,000 sq ft home = 10% deduction on home expenses.
What to provide your CPA: Total home sq ft, office sq ft, monthly rent or mortgage, utility bills.
💻
Trading Software & Platforms
100% deductible if used for trading
Fully deductible: TradingView, thinkorswim, Tradovate, NinjaTrader, Sierra Chart, TradeStation, Bloomberg, etc.
Also deductible: Prop firm evaluation fees, subscription services, market data feeds, screening tools.
What to provide: Annual receipts or bank statements showing all subscription charges.
Also deductible: Prop firm evaluation fees, subscription services, market data feeds, screening tools.
What to provide: Annual receipts or bank statements showing all subscription charges.
📡
Internet & Phone
Business use % — typically 50–100%
The business-use portion of your internet and phone bills is deductible. If you trade full-time, this is typically 80–100%.
What to provide: Monthly internet/phone bills for the year, estimate of business use %.
What to provide: Monthly internet/phone bills for the year, estimate of business use %.
🖥️
Computer & Equipment
Section 179 — 100% deduction in year of purchase
Computers, monitors, keyboards, chairs, and desks used for trading can be deducted.
Section 179 lets you deduct the full cost in the year of purchase instead of depreciating over time.
What to provide: Purchase receipts, price paid, date purchased.
Section 179 lets you deduct the full cost in the year of purchase instead of depreciating over time.
What to provide: Purchase receipts, price paid, date purchased.
📚
Education & Research
100% deductible — trading-related only
Trading courses, books, newsletters, mentorship programs, and market research subscriptions are fully deductible.
What to provide: Receipts for courses, books, subscriptions purchased during the year.
What to provide: Receipts for courses, books, subscriptions purchased during the year.
🏦
Prop Firm Evaluation Fees
100% deductible as business expense
Every dollar you paid for prop firm challenges and evaluations — Apex, FTMO, Tradeify, TopStep, etc. — is a fully deductible business expense.
This applies even if you lost money or failed the eval.
What to provide: Bank statements or receipts showing all eval fee charges.
This applies even if you lost money or failed the eval.
What to provide: Bank statements or receipts showing all eval fee charges.
🏥
Health Insurance (Self-Employed)
100% deductible if you qualify
If you're self-employed (including prop firm traders) and pay for your own health insurance, the premiums are fully deductible from your income — not just as an itemized deduction.
What to provide: Monthly premium statements, annual total paid.
What to provide: Monthly premium statements, annual total paid.
💰
SEP-IRA / Solo 401(k)
Up to $69,000/year deductible (2025)
Self-employed traders can contribute up to 25% of net self-employment income to a SEP-IRA, or up to $69,000 to a Solo 401(k) — all pre-tax.
This is one of the biggest tax reduction strategies for profitable traders.
Ask your CPA about setting this up if you haven't already.
This is one of the biggest tax reduction strategies for profitable traders.
Ask your CPA about setting this up if you haven't already.
💡 Your CPA will review all of these with you. The more receipts and documentation you bring, the more we can deduct. Questions? Message your specialist →
🎧 Support
We're here to help. Message us below or email anytime — we respond within 24 hours, usually faster.
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💡 Need quick help? Type your question in the chat below and we'll respond directly in your dashboard. You can also email hello@tradertax.net from any device — both go to the same team.
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Your saved tax analyses — one per year, always accessible.
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Smart Checklist
Based on your trading profile — here's exactly what you'll need to file your taxes.
💡
You will most likely need everything on this list. Don't worry if you can't find it all at once — upload what you have and come back for the rest. Every item includes instructions on exactly where to find it inside your broker, exchange, or platform.