— Your Complete Picture
Answer 8 questions about your trading. Get a personalized summary of your tax exposure, missed deductions, likely forms needed, and your biggest risk areas — all in under 2 minutes.
Enter your income, state, and trading type. Get a federal + self-employment + state tax breakdown in 60 seconds. W-2 income included.
See exactly how much wash sales are costing you. Enter your disallowed losses and find out the real tax hit — and how to avoid it going forward.
Short-term vs long-term gains, net investment income tax, and how your trading gains stack on top of other income. Built for active traders.
Find out if you qualify for Trader Tax Status (TTS) — one of the most powerful tax designations available to active traders. Unlocks business expense deductions.
See the tax difference with vs without the MTM election (IRC §475). This single election can save some traders tens of thousands per year.
7 quick questions. Find out if you're overpaying the IRS and get an estimated dollar amount you could be saving with the right tax setup.
A checklist-style tool covering home office, software, education, equipment, data feeds, and more. Most traders miss 5–10 deductions every year.
The big picture tool. Combines income, trading volume, entity structure, and deductions to show your total potential savings with proper setup.
Find out how ready you are to hand off to a CPA. Get scored and see exactly what's missing from your document package before you start.
Let's put them to work.
Every tool you've used builds your tax profile. A TraderTax CPA will use it to file your return, find every deduction, and save you the most possible.